New Business Service Representative
@ Co-operators

Calgary, AB
CA$60,000
On Site
Full Time
Posted 23 days ago

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XXXXXXXX XXXXXXXXXXX XXXXXXXXX***** @cooperators.ca
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Job Details

Opportunity at New Business Service Representative

Join Co-operators, a leading Canadian financial services co-operative committed to a sustainable and resilient society. As the first point of contact for Distribution Partners, vendors, and internal teams, you will build and maintain strong relationships through clear communications and efficient processing of Individual Life New Business and Policy Changes.

Key Responsibilities

  • Manage incoming phone calls and emails regarding CLIC and CUMIS inquiries.
  • Contact advisors and brokers to expedite underwriting on pending cases.
  • Coordinate with Underwriting, Policy Changes, Billing, and other departments.
  • Complete accurate documentation before passing files to underwriters.
  • Provide bilingual support when possible.

How You Will Succeed

You will drive change by using critical thinking to identify issues and propose solutions while providing excellent client service.

Requirements

  • At least 1 year of experience in a related role.
  • Knowledge of Individual Life products, processes, and systems is an asset.
  • LOMA 281 and 291 considered an asset.
  • Proficiency in English is required; French is an asset.

Benefits

Enjoy training and development opportunities, flexible work options with paid time off, comprehensive health benefits, retirement plans, and employee assistance programs.

Key skills/competency

  • Client Service
  • Underwriting
  • Documentation
  • Communication
  • Relationship Management
  • Bilingual
  • Financial Services
  • Call Centre
  • Process Improvement
  • Teamwork
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How to Get Hired at Co-operators

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant call centre and client service experience.
  • Emphasize communication: Showcase clear communication and relationship skills.
  • Research Co-operators: Understand their culture and financial services model.
  • Practice process scenarios: Prepare examples of handling inquiries and documentation.

📝 Interview Preparation Advice

Technical Preparation

Review Individual Life process systems.
Understand underwriting documentation protocols.
Practice CRM and communication software.
Study financial service compliance standards.

Behavioral Questions

Describe a time you solved a client issue.
Explain how you handle high call volume.
Share an experience working under strict guidelines.
Discuss teamwork during process challenges.

Frequently Asked Questions