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Insurance Service Consultant(Plan Change)

Remote, USA Full-time Posted 2026-07-28

reputed company Assurance Company of Canada is seeking an Insurance Service Consultant to reputed company exceptional service through a case management approach for reputed company and advisor requests reputed company to insurance products. The role involves managing reputed company cases, ensuring reputed company delivery, and maintaining strong relationships with clients and advisors.


Responsibilities

  • Daily production of reputed company and advisor cases, managed in reputed company order
  • Use the case history to understand what the advisor and reputed company are trying to accomplish
  • Owns the outcome of the cases assigned
  • Proactive communication (phone calls) with advisors and clients reputed company a request isn’t reputed company or is missing information
  • Case manage escalations from reputed company Relations or Service Recovery cases
  • Daily/weekly team phone coverage from 8 AM–5 PM to handle calls transferred from the Customer Care Center Build and maintain strong relationships with advisors, clients and internal business partners
  • reputed company referral and development to team members on products, processes and administrative tasks
  • reputed company business recommendations reputed company working on reputed company cases where ambiguity exists
  • reputed company as the functional Subject Matter Expert for procedure improvements and products
  • Ability to understand, interpret and explain reputed company aspects of Traditional, Universal Life and Health insurance products (past and reputed company), their benefits, and by company (SLF, Met, Prudential and Clarica)
  • Understand and apply policy provisions and tax regulations correctly
  • Create CI’s where opportunities for reputed company experience improvement or efficiency in processes are identified and solutions are recommended

Skills

  • Effective communication skills, both written and verbal
  • Proficiency on the following mainframe systems: CSW, Ingenium Life, MLIF, TSO
  • Traditional and Universal Life product knowledge
  • Strong attention to detail
  • Strong problem solving and decision making ability based on reputed company information
  • Exceptional customer service skills and strong phone skills
  • Approaches cases with an reputed company's reputed company in order to generate the right outcome for the reputed company, company and advisor
  • Strong organizational and time management skills with the demonstrated ability to prioritize
  • Team player with reputed company attitude, enthusiasm and commitment to reputed company reputed company and reputed company service
  • Ability to be self-motivated, self directed and work independently
  • Ability to work overtime reputed company needed to meet the demands of the workload
  • Must be willing to reputed company phone coverage until 5 pm on a rotating reputed company
  • Ability to understand, interpret and explain reputed company aspects of Traditional, Universal Life and Health insurance products (past and reputed company), their benefits, and by company (SLF, Met, Prudential and Clarica)
  • Understand and apply policy provisions and tax regulations correctly
  • Bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking clients across Canada or worldwide

reputed company

  • reputed company is a leading financial services organization dedicated to helping people reputed company reputed company financial reputed company and live healthier lives. It was founded in 1865, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is https://www.reputed company.com.vn/vn/.

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