About the role

Aplyr's Quick Take

This role is about providing specialized support to top leaders in the insurance field, primarily through handling calls and inquiries related to life policies and commissions. It's an individual contributor position that requires strong communication skills in both English and French, along with problem-solving abilities and a proactive approach to service.

Good fit

Ideal candidates are likely to have a background in the insurance industry, with experience in customer service or sales. They should be adaptable, detail-oriented, and comfortable working under pressure.

Worth noting

The role emphasizes building relationships with top producers and requires a high level of initiative. The salary range is relatively modest for the responsibilities involved, which may be a consideration for potential applicants.

About this Position

We are looking for a Bilingual Platinum Specialist to join our Platinum Call Centre.

This posting reflects an existing vacancy within the organization.

Salary range: $50,000 - $65,000

Responsibilities and Qualifications

Responsibilities:

Handle calls from our top Canadian leaders, providing them with specialized and expedited service to assist them in reducing administrative burdens
Handle inquiries and provide support to our Leaders in all aspects of Life Operations: Life Policies, Commissions, Licensing and PFSL
Work closely with management identifying opportunities for improvement and making recommendations to improve the Field’s overall experience with the Home Office
Ensure quality service is being provided which includes resolve inquiries without further need for follow up; should follow up be required, they will maintain ownership of the issue and see it through completion
Proactive in reviewing our leaders’ statistics and helping them stay focused on company targets
Responsible to develop and maintain relationships with Top Producer Members
Prepare and analyze business statistics
Remain current on the ongoing changes made to all policies and procedures
Responsible for protecting the company’s authority to do business by complying with legal and ethical standards, policies and procedures
Miscellaneous duties as may be required

Qualifications:

University degree or equivalent of knowledge and skills acquired through related work experience in Insurance Industry
Excellent verbal and written communication skills in English and French
Ability to adapt to changes in procedures or policies, quickly and efficiently
Experience in sales or business ownership an asset
Recognized self-starter with the ability to take initiative and think outside the box
Act as an Subject Matter Expert in all areas of Life Insurance Operations and PFSL
Excellent problem solving/analysis skills
Consistently excel in service expectations
Ability to prioritize, strong attention to detail and ability to work under pressure
Ability to adapt to changes in procedures or policies, quickly and efficiently
Able to perform assigned tasks within the specified time frames and meet quality expectations
Able to work with various key personnel and management in order to better serve our Top Leaders
Must be proficient in MS Office (word, PowerPoint, excel)

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Aplyr's read

Primerica focuses on providing financial services to middle-income families, with a diverse range of roles supporting its mission to enhance financial security.
Synthesized from recent postings & public sources

What's promising

•Primerica has a strong focus on serving middle-income families, a niche often underserved by larger financial institutions.
•The company offers a variety of roles, indicating opportunities for career growth and skill diversification.
•Primerica's business model includes a wide range of financial products, providing stability and multiple revenue streams.

What to watch

•Primerica's commission-based sales model may lead to high turnover and pressure on sales staff.
•Limited public information about employee satisfaction and company culture makes it hard to gauge workplace environment.
•The financial services industry is highly regulated, which can lead to compliance challenges and operational constraints.

Why Primerica

•Primerica's focus on middle-income families differentiates it from competitors targeting higher-net-worth individuals.
•The company's multi-level marketing approach is uncommon in the financial services industry.
•Primerica's extensive training programs aim to develop financial literacy among both employees and clients.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Primerica

Primerica

primerica.com

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Primerica is a financial services company that provides a range of products including term life insurance, mutual funds, and other financial services aimed at middle-income families.