Enrolment Processor

Canada Life; Montreal; Hybrid; CAD 39,000 - 59,000; Full time

Benefits offered by this job

Education reimbursement

Health benefits

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life is seeking an Enrolment Processor to support Plan Sponsors and Members with accurate and timely enrolment into group benefit plans. The role blends customer service with quality, requiring careful handling of enrolment data and clear written responses.

The position is located in Montreal/Winnipeg/Regina with a hybrid schedule and in-office presence three days per week. The base salary ranges from $39,100 to $58,600 CAD annually, excluding additional rewards.

Qualifications

• Demonstrated customer service experience with high standards for quality, accuracy, and follow-through.
• Strong keyboarding and data entry skills with attention to detail in high-volume environments.
• Proficient in Outlook, Word, Excel, and Access; able to learn new systems quickly.
• Ability to prioritize, organize, and adapt to changing workloads to meet deadlines and service standards.

Responsibilities

• Process and maintain employee and dependent enrolment information for Group customers using online systems and multiple intake channels.
• Review insurance applications for completeness, accuracy, and eligibility to meet contractual requirements.
• Analyze inquiries from clients and provide clear written responses; complete enrolment transactions with a customer-first approach.
• Identify enrolment cases needing approval and escalate appropriately to protect customer experience and plan integrity.
• Calculate benefit amounts accurately to support correct billing.
• Investigate data discrepancies and make necessary system adjustments.
• Communicate clearly via email and written correspondence to provide excellent customer service.

Skills

Customer service

Data entry

Communication

Analytical skills

Teamwork

Decision making

Education

Post-secondary education or equivalent

Tools

Outlook

Word

Excel

Access

Job description

Permanent Full Time

It’s an exciting time to join Enrolment Services! As an Enrolment Processor, you play a critical role in the Plan Sponsor and Member experience by ensuring accurate and timely enrolment into our group benefit plans. You’ll balance customer service with quality by responding professionally to questions, and ensuring each transaction is completed right the first time in a fast-paced environment.

We are looking for individuals who take ownership, communicate with care, and contribute to the overall success of the Enrolment team.

What You Will Do

• Process and maintain employee and dependent enrolment information for Group customers using online systems and multiple intake channels
• Review insurance applications for completeness, accuracy, and eligibility to ensure they meet contractual provisions and policy structure requirements
• Analyze and research inquiries from internal and external clients, providing clear written responses and completing a wide range of basic to advanced enrolment transactions with a customer-first approach
• Identify enrolment cases requiring additional approval; apply sound judgment and make decisions in accordance with contractual and administrative guidelines. Escalating appropriately to protect the customer experience and plan integrity
• Calculate benefit amounts accurately to support correct billing
• Investigate data discrepancies identified through integrity reports and make appropriate system adjustments
• Communicate clearly via email and written correspondence to provide excellent customer service

What You Will Bring

• Demonstrated customer service experience with high standards for quality, accuracy, and follow-through
• Strong keyboarding and data entry skills with consistent attention to detail in a high-volume environment
• Proven ability to work effectively in Outlook, Word, Excel, and Access, and the ability to learn new systems and processes
• Ability to independently organize, prioritize, and manage changing workloads to meet deadlines and service standards
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities
• Ability to collaborate effectively within a team environment
• Confidence in making independent decisions, knowing when to elevate complex or high-risk items
• Previous insurance experience and/or post‑secondary education (or equivalent)
• Working knowledge of TOCS/TSO and EAS/BEN/PDD/Tandem and/or GroupNet is considered 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
• Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life

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, Winnipeg or Regina. This role follows a hybrid work model, with an in-office presence required three days per week.

The base salary for this position is between $39,100- $58,600 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 united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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 annually towards 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 and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

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.