Client Service Coordinator

Job Locations CA-ON-London
Posted Date 1 week ago(11/20/2023 2:46 PM)
Job ID
2023-26801
Job Location 1 : Location
CA-ON-London
Company
Canada Life Assurance Company
Job Category
Administrative
Job Type
Full Time
Job Industry
Financial Services and Banking, Insurance
Career Level
Experienced
Posted End Date
12/5/2023

Job Description

Reporting to the Associate Manager of Retirement Income, you will be an integral part of the Payout Annuity Team, providing expertise and assistance to the Client Service Coordinators and Client Service Specialists as well as working in partnership with financial and business partners.  A sound technical background is required.

 

Accountabilities:

  • Processing client requested updates e.g. banking & address changes
  • Handling returned mail and locating new addresses
  • Updating administrative system(s) with new payment amounts and tax deductions
  • Handling scheduled manual payments e.g. wires, cheques, manual EFT’s
  • Reissuing stale dated cheques and missed payments
  • Handling the mailing of pre-retirement letters
  • Providing policy details and copies of contracts to clients
  • Acknowledging all inquiries within 24 hours
  • Providing administrative support to co-workers

Qualifications and Competencies:

  • Knowledge of annuity products and system knowledge of Document Direct, SC03, IMS & RPS would be an asset
  • Self-motivated with an ability to effectively multi-task and meet tight deadlines
  • Organized and able to work in a dynamic and changing environment
  • Excellent oral and written communication skills
  • Previous work experience in a customer service focused role
  • A positive, enthusiastic attitude
  • Strong interpersonal skills and relationship management
  • Ability to interact with business & financial partners and provide assistance with problems & issues

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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