Career

With its expanding activities, AGA Benefit Solutions offers new employment prospects for professionals with high career aspirations. If you are seeking flexibility, freedom and challenges, this position is made for you!

Our firm is committed to its employees and welcomes all new candidates in a respectful manner consistent with an excellent work environment. Discover why working at AGA Benefit Solutions is so rewarding by visiting our Career page.

Your mandate will consist in:

Your mandate will consist of assisting the Business Development Manager in personal insurance matters. Read on to learn about the skills and qualifications required to thrive at AGA!

Your main tasks will include:

• Collect late premium notices, notify the client and ensure that the situation is subsequently resolved.
• Answer telephone calls to provide customer service.
• Submit various inquiries to insurers regarding matters such as cash surrender values, paid-up values, illustrations, premiums when there is a decrease in face amount, and different information contained in the policy, and follow up when responses to inquiries are received.
• Follow up on all requests for changes, such as changes to the beneficiary, owner, bank, address, or smoking status, policy cancellation requests, decreases in face value, extra premium reviews, exclusion reviews, future insurability clauses, broker transfers, and policy assignments; check riders upon receipt; update client management; and scan documents.
• Send out opinion requests and ensure that they are received.
• Collect statements and update universal life tables.
• Ensure that client management runs smoothly and request improvements where necessary.
• Produce the list of renewals and ensure that brokers process them.
• Collect future insurability forms and submit them to the relevant broker.
• Collect telephone information for disability insurance referrals.
• Prepare analyses (life, disability, critical illness) and the complete sales file for brokers for client meetings.
• Follow up on new business (check proposals before sending to insurer, request medical requirements, photocopy documents to be sent, send welcome letter, follow up on file review, check policy upon receipt, submit offering documents to insurer, update client management for policy and commission information, scan documents).
• Ensure that commissions are received.
• Keep track of insurer changes with regard to premium and commission rates, and check whether pending analyses are affected by these changes.
• Analyze certain insurance policies.
• Update the illustration software and ensure that the proposals we have are valid.
• From time to time, meet with or call clients to complete insurance proposals.
• Act on any other requests from brokers.

Required qualifications:

• College diploma.
• Minimum of 2 years' experience in personal insurance.
• Relevant customer service experience.
• Very good knowledge of the Microsoft Office suite.
• Excellent command of French, both spoken and written.
• Excellent communication skills in French, both written and oral (English is an asset).
• Strong customer service orientation.
• Attention to detail.
• Versatility, resourcefulness, and the ability to work independently.
• Good judgment, integrity, and honesty.
• Ability to protect confidential information.

Are you inquisitive, self-reliant and unafraid of the unknown?

We are interested in meeting you! Apply now and we will contact you if your application is retained for the next step of our recruitment process.

AGA welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.