Overview
Languages
English
Education
- Secondary (high) school graduation certificate
Experience
Experience an asset
Responsibilities
Tasks
- Process claims transactions
- Store, update and retrieve financial data
- Administer policy changes
- Provide clients with information
- Collect premium payments
- Prepare RRSP and term deposits
- Sort, verify and process financial transactions
- Calculate insurance premiums
- Maintain financial information and securities listings
- Calculate service charges and interest payments
- Compile and maintain insurance data and records
- Notify customers regarding account discrepancies
- Provide customer service