Front Desk Representative

The main function of this role is to cover the reception duties, Monday to Friday in office, and provide quality service to Combined's policy holders, staff and visitors.

The primary responsibility of the employee will be reception duties and on the Policyholder Services (PHS) functions necessary to become a Customer Service representative. The employee will learn all the company policies, procedures, products, customer support systems and learn how to service customer inquiries and reception tasks.

The employee will use communication skills necessary to correspond with our customers via letter, fax, email and over the telephone and at reception.

Job duties & responsibilities include.

• Cover Front desk Reception, greet customers and vendors and answer phone from 8h30 to 5H00
• Support Operations back-office activities
• Mail support and preparation
• Analyze and Respond to customer insurance product administration updates: make online single day record adjustments (name, address, beneficiary).
• Process daily mail, create & mail samples and duplicates, process links/delinks, track and input daily production into I360 system,
• Participate in monthly meetings and other assigned duties.
• Responsible for all Life, Health and Accident policy activities such as; annual statement letters, analyze policyholder's request as it relates to Data Base information,
• Process changes for Preferred Billing dates, payment history, Pac mode, along with any status changes, issue date, premium, form number, language and non-smoker change.
• Complete a daily production sheet and photocopy for duplicate copies.
• Request copies from Ricoh for Life, Accident and health applications, process links/delinks and generate receipts for payments and income tax purposes.

Job Requirements

• Post secondary education and/or 3-5 years work related experience
• Bilingual - English and French verbal and written communication skills an asset
• Proficient in the use of Microsoft Office, excel and Word, Advanced use of Outlook, keyboarding and follow up skills
• Demonstrated ability to multi-task
• Strong interpersonal skills and desire for ownership of work
• Ability to work under pressure with set deadlines.