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About the Role
As a Senior Service Specialist, you will manage assigned complex cases from a plan administration perspective. This role involves project managing new client installations, including preparing documentation, training clients on administrative procedures and internal systems, and presenting to new clients. Daily client and advisor interaction via phone and email is a key part of this position.
Responsibilities
- Implement, manage, and maintain Group Life and Health benefits plans for assigned policyholders.
- Prepare new case applications and amendment applications.
- Participate in employee presentations and prepare employee announcement bulletins.
- Review contracts and employee booklets, providing interpretation of contract wording to clients.
- Meet with clients regularly to review administrative and claims procedures.
- Train clients on the GroupNet online claims platform.
- Liaise with head office and claims offices on client-specific issues and problems.
- Meet non-financial client expectations, including handling administration inquiries and problem-solving.
- Obtain underwriting approval for routine plan changes and review with the account manager.
- Manage premium billing problems and issues, including employee terminations, new employee additions, and wage/salary changes.
Requirements
- Highly adaptable, driven, and proactive.
- Excellent written and oral communication in English.
- French writing and speaking skills are an asset.
- Three to four years of experience in Group Insurance.
- Experience with Group Life and health products.
- Experience working with group systems and departments.
- Strong customer service orientation.
- Ability to work independently and set priorities.
- Ability to solve problems and research information to determine appropriate decisions.
- Project management skills.
- A car and driver's license are required.
- Preference given to applicants with professional designations (or part thereof) CEBS.
Skills
- Group Life and Health products
- Group systems
- Customer service
- Problem-solving
- Project management
- GroupNet online claims platform
Location
- Hybrid
Work Type
- Permanent
- Full Time
Experience Level
- Senior
Education Level
- Post-secondary education including college certificate, diploma or degree or equivalent education and experience.
Salary/Compensations
- $57,100 - $85,600 annually
Benefits
- Career Development opportunities
- Access to industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- Regular vacation and personal days
- Volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
- Employee Resource Groups (ERGs)
- Mentorship programs
- Social clubs and events
About the Company
- United by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
- Trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
- Looking for people who live our values everyday: step up, do the right thing, and deliver – for customers, communities and each other.
Equal Opportunity
- Committed to removing barriers and ensuring equal access to employment.
- Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com.
- All information provided will be handled in accordance with applicable laws and Canada Life policies.
- Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.