New Business Service Representative

Co-operators; Regina; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services cooperative is seeking a New Business Service Representative to manage inquiries and relationships with Distribution Partners. This role involves processing Individual Life New Business and Policy Changes, ensuring a consistent client experience. Candidates should have 2-3 years of relevant experience and possess strong communication and critical thinking skills. The position offers hybrid work options and opportunities for career growth.

Benefits

Opportunities for training and career growth

Paid volunteer days

Comprehensive health and dental coverage

Qualifications

• Manage incoming calls and emails regarding New Business and Policy Changes.
• Proactively contact advisors and brokers about underwriting.
• Coordinate with internal departments to gather information.

Responsibilities

• Resolve errors in application completion.
• Verify the status of medical and underwriting documentation.
• Cross-train with other client service teams.

Skills

Critical thinking

Strong communication

Team player

Education

2-3 years of relevant experience

Knowledge of Individual Life products and processes

LOMA 280 and 290 certifications

Job description

Company : CLIC

Department : Client Services

Employment Type : Regular Full-Time

Work Model : Hybrid

Language : English is required, French is an asset.

Additional Information : This role is currently vacant.

The Opportunity :

We are a leading Canadian financial services co-operative committed to building a sustainable and resilient society. Our team is essential to delivering on this strategy. We prioritize our people, providing a strong culture and development opportunities to help our team thrive and live our purpose. You will work with passionate colleagues who care about you, our clients, and our communities.

Our Client Services team aims to create a seamless and personalized client experience. Our professional, agile, and knowledgeable team works collaboratively to understand and anticipate client needs, helping our organization grow. We foster open communication and innovative thinking to find mutually beneficial solutions for our clients.

The New Business Service Representative is the first point of contact for all Distribution Partners (Advisors, Brokers, MGAs), vendors, and internal partners. The role involves building and maintaining strong relationships with these partners, including internal and external clients. This position manages inquiries related to the processing of Individual Life New Business and Policy Changes, which are major revenue sources for CLIC and CUMIS. It ensures a consistent client experience with every contact.

How you will create impact :

Manage all incoming calls and emails regarding CLIC and CUMIS New Business & Policy Changes promptly, escalating issues as needed.

Proactively contact advisors and brokers about underwriting on pending cases to expedite issuance.

Coordinate with internal departments such as Underwriting, Policy Changes, Billing, and the Life Client Service Centre to gather information or respond to inquiries.

Resolve errors in application completion, facilitating solutions and escalating when necessary.

Determine if received information needs review by an underwriter and handle documentation accordingly.

Verify the status of medical and underwriting documentation via relevant websites.

Follow up on post-issue requirements with advisors and brokers, discussing solutions or extensions as appropriate, considering underwriting criteria.

Accurately complete client-facing amendments and support bilingual communication if applicable.

Cross-train with other client service teams to maintain high service standards.

How you will succeed :

You are committed to continuous improvement, exceeding client expectations, and influencing change.

You use critical thinking to identify problems and propose solutions proactively.

Your strong communication skills enable you to convey messages clearly.

You are an effective team player who shares knowledge and supports colleagues.

To join our team :

You have 2-3 years of relevant experience.

Knowledge of Individual Life products, processes, and systems is an asset.

LOMA 280 and 290 certifications are an asset.

What you need to know :

Maintain strict confidentiality regarding clients' medical, financial, and personal information.

Experience with Individual Life products and systems is an asset.

This role requires working in a call center environment with high audio and visual concentration.

What’s in it for you?

Opportunities for training and career growth.

Flexible work options and paid time off for personal and family needs.

A holistic approach to well-being, including health programs and a supportive workplace culture.

Paid volunteer days to contribute to your community.

In addition to competitive salary and incentives, employees benefit from comprehensive total rewards, including group retirement plans, pension, health and dental coverage, disability, life insurance, mental health support, and an employee assistance program.