New Business Technician (Bilingual)

The Canada Life Assurance Company • Montreal, QC

1d • CA$50,900 - CA$76,400 • Hybrid

About The Position

In this role, you will be responsible for completing all system updates and investigation after underwriting is complete on a new business application. This is a highly technical role which requires individuals to complete new business transactions in an accurate and timely manner. Individuals in this role will be considered the system and processing experts. This role is hybrid from the Montreal office.

Requirements

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Excellent written and verbal communication skills
• Attention to detail and a high degree of accuracy
• Ability to work independently and handle multiple tasks and responsibilities
• Strong time management and prioritization skills
• Strong decision making and problem solving skills
• Shows initiative
• Excellent team player
• Change adaptive
• Ability to work in a fast paced environment
• Sound working knowledge of Windows, Microsoft Word, Excel, Outlook

Responsibilities

• Accurately processing new business transactions with the goal of meeting or exceeding service standards on a regular basis
• Updating the administration system(s) to ensure the correct contract is produced.
• Placing of policies, receipt of funds, verifying signature requirements in the administration system and completing post decision tasks in Aura and Compass
• Reissue requests on policy contracts
• Responsible for processing post underwriting decision transactions for Life, Critical Illness and/or Disability applications
• Creating or replacing new documents to create accurate contract packages
• Investigation of outstanding placing requirements at predetermined intervals
• Processing payments
• Updates to Client Information System
• Manage closing out of pending and issued files without outstanding requirements
• Process requests for optional policies
• Creating client letters

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: Mid Level
• Education Level: No Education Listed