Official Internal Job Title:

Bilingual Policy Owner Services Coordinator/Administrative Support Agent Deposits

Status:

Temporary (Fixed Term)

Job Description:

SUMMARY DESCRIPTION

Under the immediate authority of the Assistant Director, we are looking for a Bilingual candidate possessing strong skillsets to be able to multi-task and perform tasks in our Policy Owner Services Department.

JOB DESCRIPTION

• Manage internal & external mail inboxes for inquiries, and communication with all internal and external partners via email, letters, or phone calls.
• Track and assign the mail into our Jira system.
• Process requests for cancellations, deceased, bankruptcy, beneficiary changes, decreases and travels riders. In addition to other general Inquiries/requests both in English & French.
• Provide refunds, issuing or voiding any cheques to clients ensuring ultimate accuracy.
• Provide guidance, support and collaborating with our Quebec office regarding in force business with the focus on simplicity.
• Troubleshoot and identify root causes of customer dissatisfaction. Handle client frustration and take charge of issues while determining appropriate solution.
• Actively participate in any team building events, complete any module requirements in addition to continually being passionate in their own personal growth.
• Contact French clients to process credit cards payments over the phone.
• Provide French translation.
• Meet the minimum productivity standards related to the position.
• Perform other related duties as required.

QUALIFICATIONS

• Minimum College diploma or University degree.
• Minimum one year of relevant experience.
• Fluency in the French language, both spoken and written.  Shortlisted candidates will be required to take a French language test.
• Good knowledge of the software applicable to the function.
• Ability to multi-task, acquire information quickly, and be pro-active and accountable.
• Strong problem-solving skills and attention to detail.
• Demonstrate excellent interpersonal, organizational and communication skills (both written and verbal).
• Deliver exceptional customer service & proven ability to work effectively in a team environment.
• Flexibility of working hybrid.
• Demonstrate integrity.

# Hybrid

Beneva is an equal opportunity employer, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply.

Purpose : True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services.

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