Coordinator, Client Support - Toronto, Canada - CIBC

CIBC
CIBC
Verified Company
Toronto, Canada

1 week ago

Sophia Lee

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Sophia Lee

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Description
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.

Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit


Job Description:

What You'll Be Doing

Client Service- Distribute client anniversary statements and notifications to the appropriate Estate Planning Specialist (EPS) on a timely basis- Follow-up with the state Planning Specialist to ensure timely service and reviews are provided to the client when policy anniversary statement and lapse/late payment offer notifications are generated- Forward any policyholder service requests received from clients or state Planning Specialist to the insurance company within the set service standards- Respond to client enquiries or direct to the appropriate staff member - must be insurance licensed in order to discuss any insurance related items with clients

Administration- Support the EPS with all administration in accordance with policies and procedures of CIBC Wood Gundy Financial Services- Order required medical tests from the paramedical company, as well as any other underwriting requirements requested by the underwriter- Follow-up on pending cases from approval to settlement- From SmartOffice review the weekly pending case and underwriting requirement reports and advise the Estate Planning Specialist of updates on pending cases, within established turnaround times- Maintain accurate and complete client files- Ensure destruction of client files as set out on the retention schedule- Run various reports using SmartOffice

Sales and Marketing- Prepare insurance illustrations using software provided by each life insurance company- Obtain "special" or "inforce" insurance illustrations from the insurance carriers as requested by the Estate Planning Specialist- Plan and organize seminars, lunch and learns, workshops and product launches for clients- Maintain the Estate Planning Specialist's calendar- Execute various administrative tasks as required by the Estate Planning Specialist (e.g. arranging travel/hotel bookings, preparation and submission of expense reports to Head Office, preparing courier shipments, and coordination of marketing initiatives)- Update/maintain on a daily basis the Estate Planning Specialist's pipeline report in SmartOffice

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

What We're Looking For- Relevant post-secondary education is desirable- Financial Services and/or Insurance industry experience and knowledge is mandatory- Valid Life Insurance License preferred- Good working knowledge of Microsoft Office including Word, PowerPoint and Excel- Previous experience working within a sales/customer service oriented environment- Previous experience working within the Insurance industry highly desired- Proven ability to pay close attention to accuracy and detail- Well-developed communication (verbal/written) and interpersonal skills- Proven ability to remain organized in a fast-paced, high pressure, deadline oriented environment- Proven ability to work with confidential information- Well-developed confidence/independent judgment/problem solving skills required working in an environment with mínimal supervision- Self-motivated- Ability to multi-task- Ability to work independently

  • What CIBC offers
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased recognition program
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and developmentWhat you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location

Toronto-181 Bay St. 6th

Employment Type

Temporary (Fixed Term)

Weekly Hours

1


Skills:

Communication, Leadership, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Office Administration, Problem Solving, Teamwork, Time Management
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