New Business Specialist - 12 Month Contract

The Canada Life Assurance Company • Vancouver, BC

5d • CA$41,100 - CA$68,400 • Hybrid

About The Position

The New Business Specialist – Case Manager is responsible for the end-to-end case management of life new business applications. This role ensures that all requirements are met for underwriting of the new policy, and performs regular follows up throughout the process with insurance carrier partners. This role is a 12 month contract position.

Requirements

• Possesses specialized knowledge of insurance case management
• Minimum of 1 year experience in the insurance and financial services industry
• Proven experience in Microsoft Office applications
• Knowledge of WealthServ an asset
• Completion of Post-Secondary School, or equivalent
• Detail-oriented maintaining accuracy and consistency
• Excellent organizational and time management skills
• Strong interpersonal and communication skills. Communicates effectively (internally and externally)
• Customer service mindset
• Demonstrated flexibility and adaptability to work in an ever-changing environment

Nice To Haves

• Knowledge of WealthServ

Responsibilities

• Provide case management to the assigned advisor ensuring that SLAs (Service Level Agreements) are met
• Critically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues in order to promote an efficient new business process
• Order all medical requirements depending on the circumstances of the case
• Regularly and timely follow up regarding pending business cases
• Maintain regular communication between carriers and advisors throughout underwriting process to completion
• Ensure advisors receive clear and consistent communication regarding pending cases
• Work extensively with back office systems, WealthServ, as well as insurance carrier websites
• Update and maintain WealthServ system with current information at all times
• Responsible for maintaining an organized filing system for easy referral and retrieval
• Work is carried out with some latitude to decide when and how work is completed
• Results directly contribute to the performance of the team
• Communicate effectively with colleagues and advisors
• Liaison between the advisor and insurance carrier
• The position requires no direct supervision or coordination of employees, but may occasionally assist other employees by providing them with information

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education 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 and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree