Canada LifeGroup Retirement Services Representative
Mar. 2023● Responding to incoming calls from plan members of group policies, policy plan administrators and other financial institutions’ representatives regarding investment and retirement savings products offered by Canada Life.
● Meeting established service targets and key performance indicators.
● Providing superior and accurate customer service solutions.
● Handling transfers between investments and funds for employees of various top-level companies such as Loblaws, Pratt & Whitney, the Canadian Entertainment Industry, BMO, Ford Motors and many more.
● Educating callers about available products to make sound financial decisions.
● Assisting members with their decisions surrounding changing economic circumstances as well as with post-deceased claims with care and compassion.