Client Service Assistant

TechAlliance of Southwestern Ontario, London Economic Development Corporation; Toronto; On-site; CAD 39,000 - 52,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Emphasis on Community

Job summary

Canada Life is seeking a Client Service Assistant in Toronto to provide clerical support to the New Business organization. The role involves working with AURA, Compass and OnBase, and supporting the Canada Life products in life and living benefits.

You will manage evidence, index documents, upload emails, perform MIB searches, and assist team members with various clerical duties to ensure efficient underwriting and processing.

Qualifications

• High degree of accuracy
• Excellent team player
• Can work independently
• Shows initiative
• Strives to exceed service levels
• Ability to handle high volumes and multiple demands

Responsibilities

• Manage the unmatched evidence queue to ensure evidence is attached to the appropriate application as soon as possible during the underwriting process.
• Complete process of sending authorization for requests for Physicians reports
• Separate and index paper documents received in On Base (S&I)
• Upload documents received by email through our insurance application mailbox
• Manage requests and receipt of shared evidence with other insurance carriers
• Manual MIB searches
• Sending evidence for MIB requests for information
• Contacting other insurance companies to secure shared evidence
• Support other members of the New Business department with clerical duties

Skills

Attention to detail

Team player

Independent worker

Initiative

Customer service

Multi-tasking

Job description

We are looking for a Client Service Assistant to join us in our Toronto Head Office. This role provides clerical support to the entire New Business organization. You will work with the following systems AURA, Compass and Onbase. This is a centralized role that supports (Canada Life) and products (life and living benefits).

What you’ll do

• Manage the unmatched evidence queue to ensure evidence is attached to the appropriate application as soon as possible during the underwriting process.
• Complete process of sending authorization for requests for Physicians reports
• Separate and index paper documents received in On Base (S&I)
• Upload documents received by email through our insurance application mailbox
• Manage requests and receipt of shared evidence with other insurance carriers
• Manual MIB searches
• Sending evidence for MIB requests for information
• Contacting other insurance companies to secure shared evidence
• Support other members of the New Business department with clerical duties

What you’ll bring

• High degree of accuracy
• Excellent team player
• Can work independently
• Shows initiative
• Strives to exceed service levels
• Ability to handle high volumes & multiple demands

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The base salary for this position is between $38,700 - $52,400 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’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:

What we offer

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowards education 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’re committed 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 handled in accordance with applicable laws and Canada Life policies.

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

Location: Toronto, ON, CA