Client Service Specialist (Medical Underwriting)

873 Springboard Platform - Customer Service; Winnipeg; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Wellness suite

Mental health program

Industry designations

Job summary

People Corporation in Winnipeg, Canada seeks a Client Service Specialist (Medical Underwriting) to manage underwriting requests, assess applications, and coordinate with carriers, employers, and members. You will maintain records, answer inquiries, and ensure confidentiality while supporting cross-functional teams.

The role requires 2+ years in group benefits, strong communication, and the ability to multi-task with attention to detail. Fluency in French and English is an asset.

Qualifications

• 2+ years of professional experience in the group benefits industry.
• 2+ years of professional experience in a client-focused environment with a commitment to service excellence.
• Post-secondary education in a relevant field.
• Bilingual in French & English would be an asset.

Responsibilities

• Provide day-to-day management of medical underwriting requests and general administration of group client activities.
• Assess applications according to established underwriting guidelines.
• Submit applications to insurance carriers and track progress.
• Gather, analyze, and verify medical and application information.
• Interact with clients, plan members and internal stakeholders to respond to inquiries.
• Maintain internal systems to reflect underwriting decisions.
• Support internal teams with applicants requiring medical underwriting.
• Serve as liaison between employers, employees, advisors, and carriers.
• Follow up on outstanding underwriting requirements and decisions.
• Maintain security and confidentiality of client information.
• Contribute to process improvements and service excellence initiatives.

Skills

Attention to detail

Analytical thinking

Client service

Confidentiality

Multi-tasking

Conflict resolution

Communication skills

Prioritization

Problem solving

Bilingual (FR/EN)

Education

Post-secondary education in a relevant field

Job description

Reporting to the Manager, Service Administration, The Client Service Specialist (Medical Underwriting), is responsible for reviewing applications, identifying medical underwriting requirements, coordinating with insurance carriers, employers, advisors, and plan members, and maintaining accurate records and systems. The position requires strong attention to detail, analytical thinking, client service excellence, confidentiality, and the ability to manage multiple priorities while resolving complex issues and escalations.

The Client Service Specialist (Medical Underwriting) will:

• Provide day-to-day management of medical underwriting requests and the ongoing general administration and maintenance of group client activities.
• Assess applications according to established underwriting guidelines.
• Submit applications to insurance carriers and track progress.
• Gather, analyze, and verify medical and application information.
• Interact with clients, plan members and internal stakeholders to provide information in response to inquiries.
• Maintain internal systems to accurately reflect medical underwriting decisions.
• Provide support to internal teams with applicants requiring medical underwriting.
• Act as a liaison between employers, employees, advisors, and carriers.
• Follow up on outstanding underwriting requirements and decisions.
• Maintain security and confidentiality of client information.
• Contribute to process improvements and service excellence initiatives.

To be successful as a Client Service Specialist (Medical Underwriting) with People Corporation, you will need:

• 2+ years of professional experience in the group benefits industry, including exposure to medical underwriting principles and practices.
• 2+ years of professional experience working in a client focused environment with a commitment to service excellence Completion of post-secondary education in a relevant field
• To bring a positive and professional attitude that encourages collaboration and relationship building
• To demonstrate strong conflict resolution skills, driving timely and effective outcomes
• Excellent communication skills, both written and verbal
• The ability to multi-task and prioritize to meet client and internal needs
• The ability to exercise sound judgement while taking a proactive and resourceful approach to problem-solving.
• Strong attention to detail with the ability to maintain accurate records and handle confidential information with discretion.
• Fluency in both French & English would be considered an asset

What's in it for you:

• Learn by working alongside our experts
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Assistance for the completion of industry designations
• Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders. We are committed to providing an inclusive, accessible environment, where all employees and clients 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.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

The base salary for this position is between $50,000 - $60,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive. If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us. To learn more about our Partner Firms, please click on the link below. https://www.peoplecorporation.com/en-ca/about-us/our-partner-firms

For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.