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Bilingual Customer Service Representative -Finance / Investment Products

Date: Jul 28, 2019

Location: Winnipeg, MB, CA, R3C-1A8

Company: Wawanesa Insurance


Wawanesa Mutual Insurance is one of the largest property and casualty insurers in Canada with $3 billion in annual revenues and assets of more than $9 billion. Wawanesa Mutual, founded in 1896 with executive offices in Winnipeg, is the parent company of Wawanesa General, which offers property and casualty insurance in California and Oregon, and Wawanesa Life, which distributes life insurance products and services throughout Canada. With over 3,500 employees, Wawanesa proudly serves over two million policyholders through nine regional offices and 41 service offices in Canada and the United States.  Wawanesa actively gives back to organizations that strengthen communities where it operates, donating well above internationally recognized benchmarks for excellence in corporate philanthropy.
We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience, advancement on a growing team.


The Wawanesa Life Insurance Company is seeking top talent to join its team in Winnipeg, Manitoba. If you’re interested in joining a team of motivated and skilled insurance professionals, who are innovative, creative, and helping to deliver truly transformational change to our business partners and our own organization, consider this exciting Winnipeg-based opportunity!


Working under minimal supervision, the Bilingual Customer Service Representative will support Wawanesa’s success by providing a superior customer experience to customers in response to their inquiries on their investment related policies to maximize client retention. This role is an administrative role responsible for handling and resolving client concerns in an empathetic and understanding manner, processing client and advisor requests, calculating values, issuing new policy contracts and processing investment claims. 



  • Main point of contact for customer inquiries regarding their investment policy.
  • Monitor and respond to emails sent by both clients and advisors within company service levels.
  • Process incoming customer requests including preparing of new policy contracts, withdrawals, rebalancing of funds, segregated fund guarantee calculations and death claims.
  • Provide options to clients upon maturity of their contract.
  • Follow regulatory compliance procedures. 
  • Recognize system problems and contact the appropriate department for assistance.
  • Organize and maintain annual RRSP tax receipts.
  • Perform other duties as assigned. 



  • Minimum 3 years' experience in an administrative or customer service capacity in an office environment.
  • Investment knowledge (GIC's, Segregated Funds or Mutual Funds, RRSP or RRIF) is an asset
  • Must be able to communicate bilingually, both verbal and written in English and French is required.
  • Strong computer skills and knowledge of the Microsoft Office suite, specifically with Excel and Word, is required.
  • Strong mathematical skills are required.
  • Demonstrated adherence to strict confidentiality and privacy of information policies. 
  • Demonstrated ability to learn investment products and investment taxation laws.
  • Strong written and verbal communication skills with the ability to communicate at the right level for the audience, including by telephone.
  • Creative and effective problem-solving skills to interpret the needs of customers and resolve their issues, with the ability to conduct detailed analysis of information from numerous sources, and to select and implement best solutions. 
  • Strong attention to detail with the ability to review information carefully and comprehensively. 
  • Comfortable working under pressure and handling stressful situations in a professional manner. 
  • Good time management and organization skills with the ability to establish priorities and meet deadlines, while being flexible in times of pressure and change.
  • Ability to contribute to a positive work atmosphere in a deadline driven environment.
  • Customer related courses and training are an asset.


Wawanesa provides its employees with a respectful, challenging and rewarding environment where they can maximize their potential while contributing to the company’s goals. Our employees are provided with highly competitive compensation packages (salaries, generous vacation allowance, leave top up, goal achievement plan, premium free benefits and a pension plan).  Wawanesa provides a stable and rewarding environment for its employees in today’s challenging markets.

If you are interested in this exciting, challenging position with Wawanesa, apply today with your Resume.

Accommodations are available as needed for all applicants.


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