Customer Service Representative-Insurance/Banking

Are you ready to support critical operations in a dynamic banking environment? Apply Now!

Working with one of our top financial clients, this role calls for a Customer Service Representative-Insurance/Banking. This position offers an opportunity to contribute to essential back-office functions within a collaborative team, gaining exposure to banking and insurance processes, with flexible work arrangements.

Pay rate range (CAD): $17.60/hr – $21.83/hr

Responsibilities

• Provide broad operational support for various transactions and processing activities
• Ensure accurate, timely completion of tasks in line with established procedures and SLAs
• Assist with claims, data entry, and document uploads to vendor and ministry portals
• Support salvage recovery efforts and project-related activities
• Reconcile accounts and upload relevant documents to vendor portals
• Respond to internal requests and escalate issues when necessary
• Identify opportunities to improve operational efficiency and service delivery
• Collaborate with internal stakeholders to validate information and perform adjustments within authority levels
• Support adherence to industry and internal regulations, including AML and Business Continuity policies
• Maintain confidentiality and exercise discretion in managing sensitive information
• Participate in process improvements and contribute ideas for operational enhancements
• Contribute to analysis and reporting to strengthen operational processes

Desired Skill-Set

• Strong written and verbal communication skills
• Proficiency in MS Office, especially Excel and Outlook
• Excellent organizational and time management abilities
• Ability to work independently and within a team environment
• Self-motivated, goal-oriented, and adaptable to changing policies
• Attention to detail and accuracy in all work activities
• Basic understanding of MM and FX products (options, FX forwards, deposits, loans)
• Knowledge of global and WSS platforms (an asset)
• Experience with data analytics and reconciliation (2 years preferred)
• Willingness to meet SLAs and handle high-volume workloads

Nice to Have

• Basic knowledge of AI tools like Microsoft Copilot
• Prior insurance experience, especially motor
• Additional reconciliation and data analytics experience
• Familiarity with industry regulations and global banking platforms

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.

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