Customer Service Officer II

Update system platforms with insurance and/or loan information as required, including releasing or discharging insurance as balances reduce to zero.

Ensure insurance reporting and comments are completed accurately and within designated timelines.

Manage the "To Be Obtained" (TBO) process for insurance certificates with TD partners, by contacting brokers and/or clients as needed.

Review insurance policy certificates for accuracy, completeness, and adherence to TDEF procedures and compliance rules.

Contribute to the achievement of satisfactory monthly audits.

Identify areas of risk and escalate emerging issues to the appropriate level.

Complete assigned duties accurately, with speed and within established Service Length Agreement (SLA) standards.

Manage insurance enquiries from customers, brokers, and TDEF team members, as well as cancellation notices and province-specific insurance activities.

Support reward and recognition programs throughout the year by nominating peers and submitting award nominations.

Assist in certain administration tasks for the Montreal office, including ordering office supplies/items, invoice payment system, reserving conference rooms, preparing mail bag for courier mail, helping with returning computer laptops, and being the primary contact for service requests in the building for employee card access.

2+ years’ business experience.

Excellent project management skills.

Excellent Microsoft Word and Excel skills.

Ability to navigate multiple computer systems, applications, and utilize search tools to find information.

Strong attention to detail and accuracy skills.

Ability to work independently, proactively, innovatively while exercising sound judgment.

Effective organizational, multi-tasking, and prioritizing skills.

Ability to work in a fast-paced deadline-driven environment.

Fully bilingual (written / spoken) French and English (Preferred).

Subject to provincial regulation for employment purposes.