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About the Role
The Client Service Specialist (Medical Underwriting) is responsible for reviewing applications, identifying medical underwriting requirements, coordinating with insurance carriers, employers, advisors, and plan members, and maintaining accurate records and systems. This role requires strong attention to detail, analytical thinking, client service excellence, confidentiality, and the ability to manage multiple priorities while resolving complex issues and escalations.
Responsibilities
- Provide day-to-day management of medical underwriting requests and the ongoing general administration and maintenance of group client activities.
- Assess applications according to established underwriting guidelines.
- Submit applications to insurance carriers and track progress.
- Gather, analyze, and verify medical and application information.
- Interact with clients, plan members and internal stakeholders to provide information in response to inquiries.
- Maintain internal systems to accurately reflect medical underwriting decisions.
- Provide support to internal teams with applicants requiring medical underwriting.
- Act as a liaison between employers, employees, advisors, and carriers.
- Follow up on outstanding underwriting requirements and decisions.
- Maintain security and confidentiality of client information.
- Contribute to process improvements and service excellence initiatives.
Requirements
- 2+ years of professional experience in the group benefits industry, including exposure to medical underwriting principles and practices.
- 2+ years of professional experience working in a client focused environment with a commitment to service excellence.
- To bring a positive and professional attitude that encourages collaboration and relationship building.
- To demonstrate strong conflict resolution skills, driving timely and effective outcomes.
- Excellent communication skills, both written and verbal.
- The ability to multi-task and prioritize to meet client and internal needs.
- The ability to exercise sound judgment while taking a proactive and resourceful approach to problem-solving.
- Strong attention to detail with the ability to maintain accurate records and handle confidential information with discretion.
Skills
- Medical underwriting
- Client service
- Analytical thinking
- Confidentiality
- Conflict resolution
- Written communication
- Verbal communication
- Multi-tasking
- Prioritization
- Problem-solving
- Attention to detail
- Record keeping
- French fluency (asset)
- English fluency
Location
- Remote
Work Type
- Full-time
Experience Level
- 2+ years
Education Level
- Post-secondary education in a relevant field
Salary/Compensations
- $50,000 - $60,000 annually
Benefits
- Extended health care and dental benefits
- Retirement savings plan with company contributions
- Suite of Health & Wellness offerings
- Mental Health programs and support
- Assistance for the completion of industry designations
- Competitive compensation
About the Company
- People Corporation is a national provider of benefits, retirement, wealth, wellness, and human resource solutions.
- Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians.
- We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders.
Equal Opportunity
- We are committed to providing an inclusive, accessible environment, where all employees and clients 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 employee has the opportunity to reach their potential.
- If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.