Bilingual Customer Service Specialist

The Canada Life Assurance Company; Montreal; In loco; CAD 51.000 - 76.000; Tempo pieno

Vantaggi offerti da questo lavoro

Career Development

Health & Wellness

Time Off

Financial Security

Rewards & Recognition

Community & ERGs

Descrizione del lavoro

Canada Life in Montreal, QC is seeking a Customer Service Specialist to contribute to group retirement service administration. You will become proficient with GPAS and manage data updates, financial transactions, and reporting for a block of business, serving plan administrators, brokers, advisors and plan members.

The role emphasizes analytical thinking, strong communication, and the ability to multi-task in a fast-paced environment.

Competenze

• Strong analytical skills and problem-solving abilities.
• Customer service oriented with a positive can-do attitude.
• Excellent written and verbal communication in English; bilingualism in French and English is an asset in QC.

Mansioni

• Handle plan and member maintenance on GPAS, including data updates, financial transactions, and reporting.
• Respond to inquiries from plan administrators, brokers, advisors and plan members.
• Manage end-to-end daily administration and contribute to client reporting and annual information returns.
• Liaise with plan administrators and external auditors as needed.
• Resolve sensitive issues in a timely and accurate manner.

Conoscenze

Analytical skills

Customer service

Communication skills

Microsoft Excel

Attention to detail

Multitasking

Bilingual English/French

GPAS knowledge

Strumenti

GPAS

Descrizione del lavoro

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Group Retirement Services (GRS) Administration provides administration services for a variety of group products, including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered plan types. In this role you’ll contribute to the effective record-keeping and reporting for GRS customers. You must become proficient with the Group Pension Administration System (GPAS) and GRS processes.

Are you customer obsessed? Do you thrive in a fast-paced environment? Do you have a keen eye for detail, enjoy problem-solving and seek out technical challenges? The Customer Service Specialist role is suited to a technically minded, customer-first individual who thrives on building relationships and providing expert solutions.

Reporting to the Associate Manager, you will be accountable for:

Handling plan and member maintenance on GPAS, including data updates, financial transactions, and reporting

Handling various inquiries, telephone calls etc. from multiple audiences

The daily management of a block of business

Fostering relationships with plan administrators, brokers, advisors and plan members

Handling sensitive and complex issues in a timely and accurate manner

Based on your assignment within GRS you will be specifically accountable for one or more of the following:

End to end handling of death and marriage breakdown transactions (includes requirement gathering, communications, handling unusual situations and ultimately making payments to/on behalf of plan members)

Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors

End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)

Required competencies and behaviours:

Strong analytical skills; ability to pursue solutions using documented processes and tools available

Customer service focused with a positive can-do attitude

Strong communication skills - both written and verbal

Highly organized with the ability to prioritize and execute a large variety of work

Strong interpersonal skills with the ability to work independently and as part of a larger team

Self-motivated with an ability to effectively multi-task in a fast-paced environment to meet tight deadlines

Strong research and analysis skills with the ability and desire to produce quality work

Strong problem solver with the motivation to seek out answers independently in a changing environment

Fluency in Microsoft Office tools including Word and Outlook

Strong proficiency in Excel (with experience creating formulas, pivot tables, macros, v-look up’s etc.)

Knowledge of investment/retirement arrangements and/or GRS business processes an asset

Knowledge of rules and regulations as they relate to GRS products an asset

As this position is posted in several locations, we specify that bilingualism is an asset (fluent in French and English) but is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.

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The base salary for this position is between $50,900 - $76,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.
• Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail] . All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

#LI-Hybrid

Requisition ID: 7426

Category: Customer Service and Administration

Location: Montreal, Quebec, CA