Financial services representative

Work setting

• Insurance company

Responsibilities

Tasks

• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
• Review and evaluate new administrative procedures
• Establish work priorities and ensure procedures are followed and deadlines are met
• Assemble data and prepare periodic and special reports, manuals and correspondence
• Assist in the preparation of operating budget and maintain inventory and budgetary controls
• Investigate complaints
• Monitor insurance claims and respond to clients' enquiries
• Ensure appropriate forms, medical examinations and other policy requirements are completed

Experience and specialization

Computer and technology knowledge

• MS Excel
• MS Office

Area of specialization

• Reports

Additional information

Work conditions and physical capabilities

• Attention to detail
• Fast-paced environment
• Large caseload
• Overtime required
• Tight deadlines
• Work under pressure

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Integrity
• Quick learner

Benefits

Financial benefits

• Bonus

Other benefits

• Free parking available