Customer Service Specialist (bilingual)

The Canada Life Assurance Company•Montreal, QC

21d•Hybrid

About The Position

We are looking for a Service Specialist, bilingual (English/French). As a Service Specialist, you will be responsible for providing excellent customer service to our clients and Advisors. You will be a key part of the Canada Life Group Customer team, working with sales and service roles across multiple offices to achieve common goals, and delight our customers.

Requirements

Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
Highly adaptable, driven to be your best, and proven initiative.
Post-secondary level education or a combination of relevant work experience
A valid driver’s license is required and automotive transportation
Proven experience providing excellent customer service
Ability to work independently as well as in a team environment
Strong decision making, problem solving skills and analytical skills
Proven organizational skills with the ability to manage multiple tasks and adjust to changing priorities in a fast-paced environment
Excellent communication skills, both oral and written
Effective delegation and follow up skills
Project management skills

Nice To Haves

Preference will be given to applicants who have completed the Group Health and Life primer course and/or CEBS courses for the GBA designation
Experience with Group Life and Health products and processes is an asset

Responsibilities

Implement, manage and maintain Group Life and Health benefits plans for assigned clients, including preparation of new case applications and amendment applications
Participate in employee educational sessions
Review contracts and employee booklets, and provide interpretation of contract wording to clients and advisors
Meet with clients and advisors on a regular basis to review and discuss product updates as well as administrative and claims procedures
Assist with training clients on administration of their benefit plans, including the on-line enrollment, billing and reporting tool
Act as a liaison with head office and claims offices on issues/problems with respect to assigned clients. Actively seek to find solutions for client/advisor issues
Manage premium billing problems/issues including employee terminations, new employee additions, wage/salary changes, etc.