We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
Job Description
What You’ll Be Doing
The Bilingual Insurance Inforce Coordinator is dedicated to overseeing all active insurance policies on behalf of CIBC Wood Gundy Financial Services Inc. In this role the Coordinator works closely with Estate Planning Specialists, Estate Planning Assistants and Investment Advisors across Canada to ensure that all policies are properly serviced and remain in good standing with insurance carriers. Key accountabilities include client service for all policyholders, product inquiries, policy changes, and ensuring the data integrity of all client and policy information both in SmartOffice and with each insurance carrier. The Insurance Inforce Coordinator also contributes to the generation of new insurance sales and increased revenue through the preparation of monthly term conversion reports for the Estate Planning Specialists
How You’ll Succeed
- Relationship/Vendor Building- Required to respond to internal client inquires and requests, providing professional high quality customer service for the assigned insurance portfolio to ensure client satisfaction. You will liase and interact with internal clients as part of the daily management of your insurance portfolio.
- Compliance & Adherence - Monitor performance and quality metrics and ensure compliance with data related policies, standards, roles and responsibilities, and adoption requirements. Monitor adherence to data policies across the organization to ensure availability of high-quality data, consultative and subject matter expertise, ensuring all users of data understand policies, procedures and standards.
- Analytical Thinker- must be able to identify and define problems, extract key information from data and develop workable solutions for the problems identified in order to test and verify the cause of the problem and develop solutions to resolve the problem identified.
- Bilingual - in French
Who You Are
- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You can be clearly understood. You have very strong communication and presentation skills with a demonstrated ability to clearly and concisely present information to groups and individuals at all levels in the organization.
- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
What You Need to Know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact Mailbox.careers-carrieres@cibc.com
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Expected End Date
2022-05-31
Job Location
Toronto-22 Front St., 11th
Employment Type
Temporary (Fixed Term)
Weekly Hours
37.5
