Bilingual New Business Coordinator

Description: 

 

Permanent Full Time 

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In this role you will support insurance new business from reception to final delivery, interacting with advisors and underwriters to service those new application quickly and accurately.  We strive for quick turnaround times, case ownership and team collaboration to frequently and consistently identify areas of opportunity and then ensure that those identified opportunities yield positive and rapid change.

 

What you will do

  • Primary point of contact for assigned new business applications for advisors.
  • Support and guide advisors and their teams through the new business underwriting cycle by sharing business process knowledge, including legislative requirements. 
  • Collaborate with underwriting to request and obtain all risk and non risk requirements to complete the underwriting process and issue a policy. 
  • Accurately review and determine non risk related requirements to process insurance applications.
  • Ordering evidence directly from vendors and follow up with vendors to confirm status of outstanding evidence.
  • Communicating with advisors and/or back office to obtain requirements.
  • Review Forms/signed documents and evidence received to ensure they are in good order.
  • Pending Management for efficient time service 
  • Accurately process applications following the procedure guide and adhere to all new business guidelines.  
  • Updating the administration systems to ensure the contract accuracy. 

 

What you will bring

  • Positivity and a thirst for change
  • High level of motivation and ability to learn quickly.
  • Proven client service skills.
  • Excellent written and verbal communication skills.
  • Dedicated team player.
  • Strong interpersonal skills and the ability to work in a team environment.
  • Experience analyzing information from various sources to make a decision.
  • Ability to handle multiple competing priorities and work with a sense of urgency.
  • Comfortable working with both structured and unstructured processes.

 

Eligibility Requirements:

  • Bilingualism is a requirement to support French and English speaking clients accross Canada.
  • Post secondary diploma and minimum 3 years experience in insurance OR Completion of a university degree.
  • Solid understanding of insurance principles and Life insurance product
  • Working knowledge of Ingenium, AURA and OnBase systems is an asset. 

 

 

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The base salary for this position is between  $50,400.00 minimum - $83,900.00 maximum 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.

 

Be your best at Canada Life- Apply today!

 

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

 

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

 

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

 

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

 

We are committed to providing an inclusive, accessible environment, where all employees and customers 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. 

 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

 

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

 

#LI-Hybrid

Requisition ID:  3515
Category:  Customer Service and Administration
Location: 

London, ON, CA Montreal, Quebec, CA Winnipeg, MB, CA Toronto, ON, CA Regina, SK, CA

Date:  May 26, 2025

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