Overview

New Business Client Services Jobs in Calgary, Canada at Co-operators

Position: New Business Client Services Role
Drive client satisfaction at CLIC as a New Business Service Representative in a hybrid work model. You’ll be the first point of contact for distribution partners, managing inquiries effectively and building robust relationships.

This full-time position within Client Services at CLIC is designed for those eager to make a substantial impact. As a representative, you will handle all inquiries related to Individual Life New Business and Policy Changes, ensuring streamlined communication and support for Advisors and Brokers.

Key Responsibilities:

• Handle phone calls and emails about new business inquiries

• Expedite underwriting processes by contacting Advisors

• Gather information from internal departments for inquiries

• Identify and rectify errors in applications

• Maintain accurate documentation before submission to Underwriters

Requirements:

• 1 year of experience in a similar position

• Knowledge of Individual Life products advantageous

• Excellent critical thinking and communication skills

• Strong focus on confidentiality and accuracy

• Able to work effectively in a high-concentration environment

Contribute critical insights and best practices to optimize service delivery at CLIC.
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Title: New Business Client Services

Company: Co-operators

Location: Calgary, Canada

Category:

 

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