Requirements Coordinator

Job Locations CA-ON-Toronto | CA-MB-Winnipeg | CA-SK-Regina | CA-ON-London | CA-QC-Montreal
Posted Date 6 days ago(11/24/2022 10:53 AM)
Job ID
Job Location 1 : Location
Canada Life Assurance Company
Job Category
Job Type
Full Time
Job Industry
Financial Services and Banking, Insurance
Career Level
Posted End Date

Job Description

The Requirements Coordinator (RC) role is part of our New Business Front Office team. The role works in partnership with our New Business Associates, Underwriters and New Business Technicians and is responsible for effectively managing all new business and underwriting application requirements from data entry to policy issue, including working with our medical vendor services. Additionally, the role is responsible for follow-ups on pre-decision and post-decision pending cases in partnership with their aligned New Business Associates. The Requirements Coordinator role is a key contributor to the new business application cycle and our commitment to deliver an enhanced customer and advisor experience.


What you will do 

  • Compile and prepare advisor communication templates for New Business Associates that include initial application summaries, missing application information and underwriting requirements
  • Responsible for ordering underwriting requirements for new business applications
  • Responsible for active follow-up on all outstanding application and underwriting requirements, including follow up with vendors for outstanding evidence
  • Action vendor messages related to evidence requirements
  • Accurately update multiple systems with missing information and requirements as they are received
  • Accurately index requirements in OnBase as part of the client file and update AURA with received requirements
  • Work in partnership with your aligned New Business Associates to effectively manage pending cases aligned to you
  • Work within defined service standards and by following standard work practices

What you will bring 


Organization and Time Management

  • Strong organization skills required to balance high volumes and competing priorities within established service standards; ability to shift between new application requirements, follow-ups, actionable vendor messages etc.
  • Exceptional time management and prioritization skills; thrives working in a fast- paced environment


  • Must be a strong team player; results are team driven and you will be working in a close partnership alignment with 1-3 New Business Associates
  • Strong communication between team members

Technical Skills:

  • Comfortable working in Window and web-based systems (multiple programs are used in this role for workflow and updating information)
  • General navigation and awareness of how to access information from vendor sites considered an asset
  • Experience using OnBase, HO WebApp, AURA and/or JIRA is considered an asset

Work Environment:

  • Must be change adaptive and a strong change champion who thrives in an environment of continuous improvement
  • Excellent team player

Education and Work Experience:

  • Experience in an administrative role is an asset
  • Experience in a customer service role is an asset
  • Experience working with life insurance or critical illness products is an asset
  • Bilingual in English and French as an asset


Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Montreal, Toronto, London, Winnipeg, Regina. 


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. 


We are one of Canada's top 100 employers!

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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. 


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


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