Plan Structure Document Associate

Canada Life Group; Montreal; A distancia; CAD 46.000 - 76.000; Jornada completa

Descripción de la vacante

Canada Life is seeking a Plan Structure Document Associate to prepare and publish group benefits contracts and booklets. You will review plan information, identify gaps, and coordinate with underwriting, legal, and product teams to ensure documents meet contractual and regulatory requirements.

You’ll handle multiple assignments, translate content when needed, and maintain accuracy and quality in every client document. A home-office setup is required for remote work in Canada.

Formación

• The ability to review detailed information, identify inconsistencies or missing information.
• Sound judgment and the confidence to ask questions when requirements are unclear.
• Ability to manage competing priorities and meet deadlines.
• Strong computer skills and comfort learning specialized document systems.
• Work independently and collaborate with several internal teams.
• Experience reviewing detailed documents, processing complex information or providing customer service.
• A high school diploma or equivalent experience.

Responsabilidades

• Create, update and publish standard and customized group benefits contracts and booklets.
• Review applications, amendments, and documents from previous insurers.
• Identify missing, unclear or conflicting information and follow up with appropriate teams.
• Coordinate with Underwriting, Policy Administration, Legal, Product, Group Offices and Benefits Payment Offices.
• Review completed documents before delivery to the client.
• Coordinate special booklet requirements, such as covers, artwork, paper or sizing.
• Respond to questions about contract and booklet wording.
• Identify content needing French translation and prepare clear translation instructions.
• Manage several assignments simultaneously while meeting service and quality expectations.
• Share knowledge with colleagues and suggest improvements to processes.

Conocimientos

Bilingual English/French

Educación

High school diploma or equivalent

Herramientas

Microsoft 365

Descripción del empleo

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As a Plan Structure Document Associate, you will prepare the contracts, booklets and related documents that explain a client’s group benefits plan.

You will review plan information, identify missing or inconsistent details, and work with internal partners to resolve questions before documents are released. Your work must be clear, accurate and aligned with contractual, legal and regulatory requirements.

What you will do

• Create, update and publish standard and customized group benefits contracts and booklets.
• Review applications, amendments, correspondence, existing contracts and documents from previous insurers.
• Identify missing, unclear or conflicting information and follow up with the appropriate teams.
• Work with areas such as Underwriting, Policy Administration, Legal, Product, Group Offices and Benefits Payment Offices.
• Review completed documents carefully before they are delivered to the client.
• Coordinate special booklet requirements, such as customized covers, artwork, paper or sizing, when required.
• Respond to questions about contract and booklet wording.
• Identify content that requires French translation and prepare clear translation instructions.
• Manage several assignments at the same time while meeting service and quality expectations.
• Share knowledge with colleagues and suggest practical improvements to processes.

What you will bring

• The ability to review detailed information and identify inconsistencies or missing information.
• Sound judgment and the confidence to ask questions when requirements are unclear.
• The ability to manage competing priorities and meet established deadlines.
• Strong computer skills and comfort learning specialized document systems.
• The ability to work independently and collaborate with several internal teams.
• Experience reviewing detailed documents, processing complex information or providing customer service.
• A high school diploma or equivalent experience.

Assets

• One to two years of relevant experience.
• Experience with contracts, benefits, insurance, legal documents, publishing or document production.
• Bilingualism in English and French.
• The ability to translate business content from English into French.
• Experience with Microsoft 365.

You will be successful in this role when you:

• Produce accurate, clear and consistent client documents.
• Meet agreed service timelines without compromising quality.

  Home-office requirements

  • To work remotely, you must have:
  • A wired connection between your Canada Life laptop and your home router or modem using a Cat5e or higher cable.
  • Internet service with a minimum speed of 50 Mbps download and 5 Mbps upload.
  • Sufficient monthly bandwidth to perform the role.

  We are hiring for multiple roles - Permanent Full Time and 18 Month Contract. Your application will be considered for both. Further details will be provided should you be selected for the next steps of the recruitment process.

  The base salary for this position is between $45,900 - $76,400 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

  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 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
  • Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.
  • Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
  • Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

  We’recommitted 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 handledin accordance withapplicable laws and Canada Life policies.

  Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.