Hybrid Insurance Operations Clerk

Position: Hybrid Insurance Operations Clerk Role
Join the insurance sector as a Hybrid Insurance Operations Clerk, balancing office and home work. This role prioritizes client interaction and administrative integrity while processing essential insurance documentation.

In this position, you will manage client documentation within the CRM database and ensure compliance with financial and medical guidelines. This involves reviewing life insurance applications, verifying information accuracy, and liaising with clients to address any issues. An ability to communicate effectively in both English and French is crucial for helping clients navigate insurance products and coverage eligibility.

Key Responsibilities:

• Log applications and documents in the CRM database

• Review and process life insurance application forms

• Provide detailed information on insurance products

• Verify accuracy of coverage and premium calculations

• Liaise with clients about discrepancies in forms

Requirements:

• College diploma in Business Administration or related field

• Experience in office administration and data entry

• Proficient in bilingual communication

• Familiarity with filing and record-keeping systems

• Skills in proofreading and drafting correspondence

Bring organizational, administrative, and client-focused skills to this vital role in the insurance industry.
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