Insurance Clerk - Financial Sector

Work setting

• Insurance

Responsibilities

Tasks

• Process claims transactions
• Administer policy changes
• Provide clients with information
• Collect premium payments
• Calculate insurance premiums
• Calculate pension benefits
• Calculate annuity payments
• Compile and maintain insurance data and records
• Provide customer service

Experience and specialization

Computer and technology knowledge

• MS Office
• MS Outlook

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

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Long term benefits

• Life insurance
• Other benefits
• Pension plan
• Registered Retirement Savings Plan (RRSP)
• Tax-Free Savings Account (TFSA)

Other benefits

• Paid time off (volunteering or personal days)
• Wellness program