Group Insurance Clerk

Job summary

Provide clients with information and customer service, process and balance financial transactions, and maintain insurance data and records. Monitor group insurance claims, respond to client enquiries, track shipments, prioritize work, and prepare reports and correspondence.

Job details

Overview Languages Bilingual Education College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years Experience 2 years to less than 3 years Hybrid Work must be completed both in person and remotely. Responsibilities Tasks Provide clients with information Sort, verify and process financial transactions Verify and balance transactions Compile and maintain insurance data and records Provide customer service Receive and forward telephone or electronic enquiries Keep track of shipments Establish work priorities and ensure procedures are followed and deadlines are met Assemble data and prepare periodic and special reports, manuals and correspondence Monitor insurance claims and respond to clients' enquiries Experience and specialization Computer and technology knowledge MS Excel MS Office MS Outlook MS Word Insurance experience Group insurance Additional information Work conditions and physical capabilities Fast-paced environment Work under pressure Tight deadlines Large caseload Attention to detail Personal suitability Accurate Client focus Efficient interpersonal skills Excellent oral communication Excellent written communication Organized Team player Benefits Health benefits Dental plan Disability benefits Health care plan Vision care benefits Financial benefits Bonus Life insurance Pension plan Registered Retirement Savings Plan (RRSP) Other Benefits Learning/training paid by employer Travel insurance Wellness program Employment groups This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups: Support for persons with disabilities Provides physical accessibility accommodations (for example: ramps, elevators, etc.) Applies accessible and inclusive recruitment policies that accommodate persons with disabilities Support for youths Offers mentorship, coaching and/or networking opportunities for youth Support for mature workers Offers phased retirement options that allow mature workers to gradually reduce their workload (for example: flexible or reduced work hours, part time employment, project-based or seasonal work, etc.) Supports for visible minorities Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities

What you’ll do

Provide clients with information and customer service, process and balance financial transactions, and maintain insurance data and records. Monitor group insurance claims, respond to client enquiries, track shipments, prioritize work, and prepare reports and correspondence.

Requirements

The posting specifies a college, CEGEP, or other non-university certificate or diploma from a program lasting one to two years, along with two to less than three years of experience. Group insurance experience and knowledge of Microsoft Excel, Office, Outlook, and Word are listed; strong accuracy, organization, communication, and client-service abilities are also emphasized.

Benefits

• Dental Plan
• Disability Benefits
• Health Care Plan
• Vision Care Benefits
• Bonus
• Life Insurance
• Pension Plan
• Registered Retirement Savings Plan (RRSP)
• Paid Learning and Training
• Travel Insurance
• Wellness Program

Listed skills

• Customer service · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Financial Transaction Processing
• Transaction Verification and Reconciliation
• Insurance Data and Records Management
• Telephone and Electronic Enquiry Handling
• Shipment Tracking
• Work Prioritization
• Report and Correspondence Preparation
• Insurance Claims Monitoring
• Group Insurance
• Microsoft Excel
• Microsoft Office
• Microsoft Outlook
• Microsoft Word
• Attention to Detail
• Written and Oral Communication

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative