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Job Location | Kingston, ON |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Full Time |
Service RepresentativeScope StatementThe Service Representative supports the processing of applications and/or service requests received from advisors and clients. The incumbent is guided by defined procedural instruction/frequent checking of results and works under the close supervision of a unit Manager or Director.Impact StatementEnsures compliance and regulatory standards are metSupports the service and administrative requirements of the business unitAchieves and maintains high quality accurate results within established service standardsResponsibilities includeProcesses applications and service requests within established service standards, some of which will be in French; standard reference templates and bilingual team resources are used to assist in the completion of this work processAccesses and obtains data from multiple information systemsEnters and maintains information on the administration systemsProvides prompt and courteous resolution of enquiries from distribution partners and clients relating to new and in-force administration; investigates and analyzes simple to complex casesKnowledge / Experience / Certification0 – 3 years work experience in the financial services industry or in the insurance industryKnowledge of word processing, spreadsheet, e-mail and database computer softwareKnowledge of individual life and investment products and policy provisionsWorking towards ACSEducation / Professional CoursesCompletion of a community college diplomaKey SkillsAbility to prioritize and balance multiple tasksClear reading, writing, listening and verbal communication skillsAttention to detail/accuracyWell-developed mathematical skillsAbility to think logically, analyze, solve problems, and learn new technologyAbility to work independently and as a team memberKey CompetenciesCollaborationCustomer-CentricityDriving for ResultsInitiativeInnovationIntegrityInterpersonal CommunicationJudgment and decision-makingLeadershipWorking ConditionsOffice environmentProlonged periods of concentration and attention to detailProlonged periods of sitting while using a computer and/or telephoneThe incumbent may be required to work extended hours and/or overtime to support service requirementsInteractionsHead Office management and employeesClient and distribution partners