Health and Wealth Support Associate (Bilingual)

Canada Life; Winnipeg; On-site; CAD 40,000 - 61,000; Full time

Job summary

A leading insurance company in Canada is seeking a Bilingual Health and Wealth Support Associate to join their team. The role involves supporting licensed consultants, performing administrative tasks, and ensuring efficient workflow. Ideal candidates will have strong customer service skills, bilingual abilities, and experience in the insurance sector.

Qualifications

• Bilingual (English and French) required.
• 3-5 years in the Canadian insurance and/or financial industry.
• Strong knowledge of Group Benefits or Group Retirement products.

Responsibilities

• Follow up with members for missing information.
• Help plan members complete and update documentation.
• Facilitate members' requests to transfer assets.

Skills

Customer Service Skills

Time Management

Organizational Skills

Teamwork

Communication

Education

Post secondary education or equivalent work experience

Certified Employee Benefits Specialist (CEBS)

Tools

Microsoft Office Suite

Job description

Health and Wealth Support Associate (Bilingual)

Join to apply for the Health and Wealth Support Associate (Bilingual) role at Canada Life

Continue with Google Continue with Google

Health and Wealth Support Associate (Bilingual)

1 week ago Be among the first 25 applicants

Join to apply for the Health and Wealth Support Associate (Bilingual) role at Canada Life

Permanent Full Time

An exciting opportunity exists to be part of an amazing team of professionals in one of Canada’s leading Insurance Companies in the Group Customer Division. As a Health and Wealth Support Associate , you will support a team of licensed Health and Wealth Consultants’ sales, service and leadership staff by handling administrative duties, performing ongoing daily tasks and facilitating workflow within the Health and Wealth Guidance Solutions team.

What you will do :

• Follow up directly with members for missing information.
• Perform ongoing daily tasks for Health and Wealth Consultants and Leaders.
• Help plan members complete and update documentation, as needed
• Contact and follow up with other financial institutions to ensure assets are transferred
• Support multiple lines of business between Health and Wealth Consultants and Canada Life (GLH, GRS, IHS, Life Conversions, Group and Individual Insurance)
• Facilitate members’ requests to transfer assets from other financial institutions
• Assign 2nd level support inquiries to Sales and Service staff
• Help produce and update support materials for Sales and Service staff as needed

What You Will Bring

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Must be able to demonstrate efficient use of time management and organizational skills
• Ability to handle multiple priorities and deadlines
• Demonstrate good Customer Service Skills
• Ability to work in a team environment
• Ability to communicate well verbally and written
• 3-5 years in the Canadian insurance and / or financial industry, with a specific emphasis on group products
• Post secondary education or equivalent work experience
• Certified Employee Benefits Specialist (CEBS) an asset
• Strong knowledge of Group Benefits or Group Retirement products
• Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)

Reliability Status security clearance - this is a personnel security status that is required before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website

The base salary for this position is between $40,300.00 minimum - $60,400.00 maximum 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 servesthe 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 employeehas the opportunity toreach 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 Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Other

Financial Services and Insurance

Referrals increase your chances of interviewing at Canada Life by 2x

Sign in to set job alerts for “Support Associate” roles.

Continue with Google Continue with Google

Continue with Google Continue with Google

Emergency Response Program Support Specialist

Manufacturing Operations Support Specialist

Warehouse Associate Day Shift (1-year contract)

Warehouse Associate Day Shift (1-year contract)

Retail Merchandise Processing Coordinator Full Time Winners -Crossroads Station

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.