Bilingual (Fr/En) Senior In-Force Policy Service Associate

TechAlliance of Southwestern Ontario, London Economic Development Corporation; London; Hybrid; CAD 40,000 - 67,000; Full time

Job summary

Join a forward-thinking company as a Senior In-Force Policy Service Associate, where you will be part of a dynamic team dedicated to delivering exceptional client service. This role involves processing various client transactions, responding to inquiries, and supporting team initiatives in a fast-paced environment. With a commitment to inclusivity and employee development, this organization values diverse backgrounds and perspectives. If you are motivated, adaptable, and possess strong communication skills, this opportunity offers a chance to excel while making a meaningful impact on clients' financial security. Apply today to be part of a trusted industry leader!

Qualifications

• Proven client service skills and strong communication abilities.
• Ability to work in a fast-paced environment with multiple priorities.

Responsibilities

• Process client service transactions and ensure accurate calculations.
• Respond to inquiries and provide technical information as needed.
• Support team operations and participate in project work.

Skills

Client service skills

Verbal communication

Written communication

Organizational skills

Interpersonal skills

Bilingualism (French, English)

Adaptability to change

Ability to handle multiple priorities

Education

High school diploma or equivalent

Post-secondary education in a relevant field

Job description

Description:

Temporary Full Time

We are looking for a Senior In-Force Policy Service Associate.

Reporting to an Assistant/Associate Manager, you will work as part of a team committed to providing superior, timely, accurate and cost-effective service to our clients, responding to and processing requests for policy information and/or changes. Our clients include Financial Security advisors, Marketing Assistants, Client Service Centre, policy-owners, and internal business partners.

What you will do

• Processing a wide variety of client service transactions by ensuring proper authorizations are received, accurate calculations are done, and systems records are updated. These include disbursements and related accounting entries, beneficiary/ownership changes, administration of premium payments, reinstatements, and may also include policy changes and confirmation of policy revisions.
• Responding to inquiries and providing technical, contractual information by interpreting contractual provisions, routine tax regulations, existing guidelines and system processes.
• As a member of a team, participate in administrative routines and otherwise support the Assistant or Associate Manager in the effective operations of the team.
• Project work may be required from time-to-time to support new initiatives, product enhancements and systems changes.

What you will bring

• Proven client service skills.
• Excellent verbal and written communication skills.
• Strong organizational skills.
• Positive, optimistic outlook.
• Copes effectively with change.
• Strong interpersonal skills and ability to work in a team environment.
• Change adaptive- you are flexible and thrive on working in a fast paced environment.
• High level of motivation and ability to learn quickly.
• Comfortable working with both structured and unstructured processes.
• Strong initiative and enjoy a challenging and demanding workload.
• Ability to handle multiple competing priorities and work with a sense of urgency.
• Demonstrated commitment to self-development.
• Knowledge of Individual Traditional Life/Universal Life products would be an asset.
• Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada.

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, London, Winnipeg.

The base salary for this position is between $40,300 - $67,000 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.

Be your best at Canada Life - Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

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

#LI-Hybrid

Requisition ID: 2530

Category: Customer Service and Administration

Location: London, ON, CA Montreal, Quebec, CA Winnipeg, MB, CA