Group insurance clerk
BPA Financial Group Limited
Overview
Languages
English
Education
- Secondary (high) school graduation certificate
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Asset languages
- Italian
- Portuguese
- Spanish
Work setting
- Various locations
- Unions
Responsibilities
Tasks
- Provide clients with information
- Verify and balance transactions
- Compile and maintain insurance data and records
- Notify customers regarding account discrepancies
- Provide customer service
- Administrative and office activities
- Co-ordinate work activities with other departments
- Appraise clients’ needs or eligibility for specific services
- Analyze data and prepare reports
- Answer electronic enquiries
- Liaise with management, union officials and HR consultants
- Enter data according to specified format
- Calculate premiums, contributions and benefits for insurance policies
- Accept cash, cheque, credit card or automatic debit payment
Experience and specialization
Computer and technology knowledge
- MS Excel
- MS Office
- MS Outlook
- MS Word
Area of work experience
- Health administration
Area of specialization
- Secondary school education
Additional information
Security and safety
- Criminal record check
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player
- Quick learner
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
Financial benefits
- Group insurance benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP)
Long term benefits
- Long-term care insurance
Other benefits
- Deferred Profit Sharing Plan (DPSP)
- Learning/training paid by employer
- On-site amenities
- Paid time off (volunteering or personal days)
- Parking available
- Travel insurance
- Wellness program