Dedicated and results-driven bilingual customer service professional with a strong background in financial services, claims processing, and technical support. Adept at handling complex client inquiries, troubleshooting financial issues, and ensuring exceptional customer satisfaction through effective communication and problem-solving. Extensive experience in managing sensitive financial data, processing claims, assessing credit risks, and guiding customers through financial processes. Bilingual in English and French, with a proven ability to manage high-volume client interactions while maintaining accuracy and compliance with regulations. Organized, detail-oriented, and committed to delivering high-quality service in fast-paced environments. Skilled in leveraging financial expertise to offer solutions and enhance customer loyalty.
• Examined claims forms and other records to determine insurance coverage.
• Entered new business data, verified correct certificate usage, and ensured accurate premium calculations.
• Maintained and updated existing client records, resolving errors and incomplete information with dealers/sales representatives.
• Applied payments, activated certificates, and processed daily cancellations, issuing refunds and chargeback notifications.
• Generated business correspondence for insureds and dealers regarding additional information, coverage confirmation, adjustments, and cancellations.
• Reviewed and verified individual life insurance applications, determining coverage levels and premiums using guidelines.
• Entered and edited application information accurately, scanned and filed applications into internal systems.
• Re-verified insurance eligibility and benefits regularly, ensuring compliance with government regulations.
• Communicated with brokers on outstanding requirements, adjusted premiums or coverage as needed, and processed payments accurately.
• Assisted in the development of company policies, consistently adhering to legal compliance requirements while promoting best practices within the organization.
• Examined claims forms and other records to determine insurance coverage.
• Verified insurance claims and determined fair amount for settlement.
• Documented all investigation activity and presented reports to management.
Customer Service
Active Listening
Product Knowledge
Complaint resolution
Problem-solving abilities
Data Entry
Critical Thinking
Microsoft Excel
Computer Proficiency
Live chat support
Technical Support
Business analysis
Claims Investigation
Excellent communication skills(written and verbal)
Documentation
CRM software proficiency