CIBC Closing Specialist providing essential support to mortgage sales force and ensuring seamless closings. Collaborating with specialists, clients, and partners to meet funding targets.
About the role
- Bilingual Document Specialist ensuring accurate document creation and customer experiences for Group Benefits. Collaborating with cross-functional teams on document and customer needs in a hybrid environment
Responsibilities
- Processing new business and/or revisions documents within established service standards
- Creating and modifying client documents such as contracts and employee handbooks
- Responding to inquiries from internal business partners
- Interpreting plan design details and seeking clarification for right outcomes
- Analyzing customer needs to recommend system setup
- Partnering with representatives to clarify plan designs
- Managing work priorities in a multifunctional environment
- Investigating and resolving escalated issues or complaints
- Participating in projects as needed
Requirements
- Bilingualism (French, English) is required
- Strong verbal and written communication skills with proven customer service skills
- Analytical skills and attention to detail
- Self-starter with effective problem-resolution skills
- Negotiation skills and ability to work towards acceptable outcomes
- Organized and ability to multitask to achieve deadlines
- Ability to work well both independently and as part of a team
- Ability to work under pressure and adapt to a changing environment
- Knowledge of Group Benefits and Plan Administration systems is preferred
Benefits
- Flexible Benefits from the day you join to meet the needs of you and your family
- Hybrid work environment allows for work from both home and office
- Commitment to creating an inclusive and respectful environment
- Recognition as a 2024 Best Workplaces in Canada by Great Place to Work® Canada
- Excellence Canada recognition for prioritizing employee well-being
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