Enrolment Processor

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

Benefits offered by this job

Hybrid work model

Job summary

Canada Life is seeking an Enrolment Processor in Montreal to support enrolment into group benefit plans. You will process enrolment data, review applications for accuracy, and respond to inquiries with a customer-first approach in a fast-paced environment.

You will escalate complex cases, calculate benefits for billing, and perform data integrity checks. The role follows a hybrid schedule with three days in office.

Qualifications

• Experience in customer service with focus on accuracy and quality.
• Ability to handle high-volume data entry with attention to detail.
• Proficient with Microsoft Office tools and learning new systems quickly.
• Ability to organize, prioritize, and adapt to changing workload while meeting deadlines.

Responsibilities

• Process and maintain enrolment information for group customers.
• Review insurance applications for completeness, accuracy and eligibility.
• Analyze inquiries and provide clear written responses.
• Escalate enrolment cases as needed to protect customer experience and plan integrity.
• Calculate benefit amounts to support correct billing.
• Investigate data discrepancies and adjust systems accordingly.
• Communicate via email and written correspondence to deliver excellent service.

Skills

Customer service

Data entry

Attention to detail

Prioritization

Independent decision-making

Communication

Team collaboration

Time management

Education

Post-secondary education

Tools

Outlook

Word

Excel

Access

GroupNet

TOCS/TSO

EAS/BEN/Tandem

Job description

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 escal…
• 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’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