Customer Care Administration Agent

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia.

The Customer Care Administration Agent supports the Customer Care department with administrative tasks, demonstrating dedication, a detail-oriented approach and providing outstanding service to our customers.

The Customer Care Administration Agent is responsible for efficiently handling (where applicable) the administrative tasks of the Customer Care department processes, ensuring our policyholders receive timely and accurate documentation and Neilson’s internal record keeping is accurately maintained. Responsibilities will include document triaging, maintain accurate records, and ensuring compliance with company standards.

Responsibilities:

• Administrative Support: Assist the Customer Care teams with various administrative tasks, including updating customer records, preparing and sending templated letters and emails, and uploading information to customer profiles.

• Document Organisation: Develop and maintain an organised system for managing various documents, ensuring compliance with company standards and confidentiality.

• Document Triaging : Monitor, categorise, and prioritise mail and internal communications, directing them to the appropriate teams or individuals via the document triage workflow.

Qualifications:

Minimum requirements:

• 1+ years’ experience in administration / support role.

• Excellent communication and interpersonal skills, with a demonstrated ability to correspond both verbally and written to exceptionally high standards

• Demonstrable attention to detail capabilities, the ability to maintain accurate records

• Proficient computer skills

Desirable requirements:

• Knowledge of CA insurance industry, regulations, and standards

• Knowledge of practice and procedures in a highly regulated Financial Services environment

What You Bring to the Table:

• Consistently demonstrating Neilson values

• Passion for delivering outstanding service

• Calm and friendly manner

• Strong attention to detail

• A hands-on, common-sense approach to day to day work related matters

• Ability to multitask and prioritise effectively whilst maintaining an elevated level of quality

• Ability to operate well under pressure

• Excellent oral and written communication skills

• Ability to work well in a team environment

• An elevated level of organisational skills and an ability to clear work to same-day deadlines

Base Salary Range: $45,000 - $55,000

This posting is intended to fill an existing vacancy, with a headcount requirement of 1 position.

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Accessibility For Job Applicants

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

We use AI to assist with parts of our screening process and for interview note-taking. All hiring decisions are made by humans.