Client Service Assistant

Permanent Full Time 

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Reporting to the Associate Manager of the Service & Support Team, you will be responsible for various functions that support the Individual Life Client Services Department.

You will work closely with the Client Service and Policy Change Teams in various aspects as set out in the following accountabilities.

What will you do:

• Sorting, verifying, and distributing system generated reports to internal business partners.
• Uploading digital reporting and entering key information into system.
• Preparing documents to be scanned and added to a digital file.
• Reviewing time sensitive client and advisor communication prior to distribution.
• Verifying and distributing system generated cheques.
• Assembling Insurance policy contracts in both hard copy and digital format.
• Monitoring an internal general mailbox for requests received from business partners.
• Delivering mail and internal reporting to business partners.
• Completing ad-hoc tasks as requested.

What will you bring:

• Previous experience working in an environment that manages high volumes, multiple priorities, and tight deadlines.
• Strong attention to detail with a focus on accuracy.
• Excellent organization and time management skills.
• Self-motivated with a proven sense of urgency and ability to work independently.
• Team player with a positive attitude, and an interest in collaborating with others.

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The base salary for this position is between  $35,200- $47,700 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.

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