Branch Office Coordinator / Inforce Specialist

Permanent Full Time 

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The Branch Office Coordinator/Inforce Specialist is an in-office position responsible for general branch administration including office reception, handling incoming and outgoing mail, and keeping the office organized and supplied. This role is also responsible for Inforce activities including policy updates and changes, ensuring the back-office system and carrier websites are updated, obtaining any missing or incomplete information from advisors or clients, and following up as required with advisors and carrier partners.

What you will do

• Office reception for guests, carrier representatives and advisors
• Review and digitally distribute outgoing advisor mail through the back-office system at high volumes
• Scan & email various documentation for processing and advisor delivery
• Order and maintain sufficient office supplies
• Liaise with property management and parking facilities where required
• Perform any other duties as assigned
• Process inforce policy change requests on behalf of advisors ensuring Service Level Agreements are met
• Requests will include changes that do not require underwriting such as Beneficiary, Address, Banking, Name, AOR, Title – Ownership, Premium frequency changes, COI changes, Surrender, Stop PAC, UL deposits, etc.
• Liaise with advisors to obtain and/or clarify any missing or incomplete information
• Update and maintain information in the back-office system, referring to insurance carrier websites, and ensure all emails and other supporting documentation are entered into the file
• Maintain organized files and email inbox for easy referral and retrieval
• Maintain regular communication and follow up between carriers and advisors throughout the inforce transactional process
• Provide customer service to both clients and advisors
• Liaison between the advisor and insurance carrier and for service requests between building management and branch office

What you will bring 

• Excellent customer service skills
• Strong interpersonal and communication skills – communicating effectively internally and externally
• Excellent organizational skills
• Strong time management skills and ability to multi-task and prioritize work in a fast-paced environment
• Detail-oriented maintaining accuracy and consistency
• Possesses advanced knowledge of insurance products and services
• Requires working knowledge of office administration functions
• Possesses thorough knowledge of company policies, procedures, and practices within the job area
• Familiarity with Microsoft Office applications
• Experience in the insurance/financial services industry an asset

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The base salary for this position is between  $42,500 - $57,400 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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