Bilingual Client Service Assistant Individual Life

Reporting to an Assistant Manager, you will work as part of a team committed to providing superior, timely, accurate and cost-effective service to our clients, responding to and processing requests for policy information and/or changes. Our clients include Financial Security advisors, Marketing Assistants, Client Service Center, policy-owners, and internal business partners.

What You Will Do

• Project work may be required from time-to-time to support new initiatives, product enhancements and systems changes.
• Responding to inquiries and providing technical, contractual information by interpreting contractual provisions, routine tax regulations, existing guidelines and system processes.
• Processing a wide variety of client service transactions by ensuring proper authorizations are received, accurate calculations are done, and systems records are updated. These include disbursements and related accounting entries, beneficiary/ownership changes, administration of premium payments, reinstatements, and may also include policy changes and confirmation of policy revisions, etc.
• As a member of a team, participate in administrative routines and otherwise support the Assistant or Associate Manager in the effective operations of the team.

What You Will Bring

• Proven client service skills.
• High level of motivation and ability to learn quickly.
• Excellent verbal and written communication skills in both English and French.
• Copes effectively with change.
• Positive, optimistic outlook.
• Demonstrated commitment to self-development.
• Strong organizational skills.
• Ability to handle multiple competing priorities and work with a sense of urgency.
• Strong interpersonal skills and ability to work in a team environment.
• Knowledge of Individual Traditional Life/Universal Life products would be an asset.
• Change adaptive- you are flexible and thrive on working in a fast paced environment.
• Comfortable working with both structured and unstructured processes.
• Strong initiative and enjoy a challenging and demanding workload.

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 [email protected] .

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