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Location: Toronto
We are looking for a Business Support Associate, Individual Health Administration, for our Freedom Experience team within Group Customer. The Individual Health team serves clients and advisors by building solid and trustworthy relationships. We provide individual health and dental plans to Canadians who are retired or self-employed.
Role description
An exciting opportunity exists to be part of an amazing team of professionals in our fast-growing Freedom Experience team within the Group Customer Division. As a Business Support Associate, you will support the Individual Health Administration service and leadership staff by handling a variety of administrative duties, quality reviews, training, service escalations and special handling as well as facilitating workflow within the team.
What you will do
- Work with Leaders to manage daily workflow and assign work across Teams
- Engage in training for new team members as well as process changes for existing staff including updating process documentation
- Act as a subject matter expert and point of contact for escalations, managing cases to resolution
- Liaise across Freedom Experience providing support for cases that require special handling
- Participate in special projects or initiatives as appropriate (e.g. process improvements)
What you will bring
- 3-5 years in the Canadian insurance and/or financial industry, with a specific emphasis on Life & Health Insurance.
- Post secondary education or equivalent work experience
- Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
- Knowledge of main-frame system platforms
- Strong time management skills
- Ability to initiate and complete projects without supervision
- Ability to communicate with discretion, professionalism, and confidentiality when needed.
- Ability to positively contribute to organizational culture.
- Ability to learn quickly, multitask, adapt to change and contribute to creative solutions
- Bilingual in English and French is an asset
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.
#LI-Hybrid
Reporting to the National Sales Director, Integrated & GRS Sector within Group Customer, National Accounts, the Account Manager will be responsible for the maintenance of productive relationships with Benefits Consultants and group policy holders, acquisition of new business, and management of accounts of an in‑force business portfolio. The successful candidate will work with a team to reach or exceed the objectives–sales, profitability, renewal, and persistency targets–set by management. The management of those targets requires great decision‑making ability, initiative, and creativity within a team.
What we offer:
- A dynamic work environment and competitive compensation package
- The opportunity to work together with business partners and client companies
- A flexible and stimulating work environment focused on collaboration
- The opportunity to be part of a winning team
What you will do:
- Work together with Benefit Consultants to review quote specifications for potential clients, and write and present proposals to consultants or potential clients
- Perform all duties related to the management of accounts assigned, in particular financial duties such as annual account renewal
- Ability to solve problems related to unusual or delicate claims and address financial matters for which guidelines are not available or act in cases where a decision must be taken after consultation with Field Leadership
- Resourceful to develop and maintain relationships with Benefit Consultants and be attentive to their needs, so that they find Canada Life credible to recommend to their clients
What you will bring:
- 3+ years of experience in the field of group insurance and thorough knowledge of group life insurance, healthcare insurance, disability insurance, and underwriting
- Excellent communication skills, both spoken and written with an enthusiasm for doing presentations
- Excellent mathematical skills
- Ability to act quickly and put forward innovative solutions
- Undergraduate diploma or equivalent
- Ability to work in a fast‑evolving environment and adapt to growth and change
- Strong sales and interpersonal skills as well as motivation to achieve business objectives
- Knowledge of Word, Excel, and PowerPoint
- Valid driver’s license and vehicle, given the travel needs
- Designation of C.A.A.S. [certified group benefits advisor], GBA (Group Benefits Associate), or CEBS (Certified Employee Benefits Specialist) is a significant asset
Preference will be given to candidates located in Alberta and/or British Columbia.
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place whereyour 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.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted
#LI-Hybrid
Associate Manager, Insurance Sales Strategies
As a member of the Sales Strategies team focused on Participating Life Insurance, your primary accountability is to lead initiatives in the creation and development insurance sales strategies and supporting marketing collateral used by advisors and wholesalers.
Role purpose:
- Support advisors and wholesalers by creating revenue generating, innovative sales strategies that are easy to use, meet their clients’ changing and diverse needs and help drive corporate objectives
- Collaborate with field and head office partners to build out advisor packaging and roll-out strategy for sales initiatives
- Collaborate and partner with business unit leadership, including SVPs, AVPs and other senior leaders to manage expectations, plan work, and solve problems on behalf of the team
- Advocate for the sales strategies team by educating business partners on function and value proposition of our team and ensuring tools and strategies are positioned accurately to best meet wholesaler, advisor, and ultimately clients’ needs
- Create sales strategies presentations for wholesaler and advisor audiences
- Provide input into point of sale and illustration tools
Qualifications and Competencies:
- A university degree supplemented by training in financial services products
- At minimum three to five years experience in the financial services industry, preferably with some distribution background
- Enjoys a strong team-focused working environment
- A good understanding of insurance products with a particular focus on Participating Life Insurance
- Proven ability to adapt and manage change
- Demonstrated resiliency under pressure
- Proven creative and innovative thinking skills
- Demonstrated collaborator, negotiator and partner
Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: London, Toronto.
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.
#LI-Hybrid
Reporting to the Regional Service Director, the Regional Manager, Client Service leads a team of Client Relationship Managers to deliver an industry-leading, customer-focused service experience to our Group Retirement clients. The Regional Manager, Client Service will ensure day-to-day service, education and administration needs of all stakeholders are met, and empowers their team to delight clients through service excellence. In addition to monitoring and balancing workloads and resources of service teams, they will assist with developing and executing innovative regional strategies and national processes. Excelling as a collaborative leader within their region, they and their teams will interact closely with other leaders, sales and administrative roles, internal and external partners, consultants, and plan sponsors. As a talent leader, their focus will be on the coaching and development of their teams, and fostering a high-performance culture.
What you will do
- Provide leadership and direction of client-facing service teams
- Ensure day-to-day service, education and administration needs of all stakeholders are met, and empowers their team to delight clients through service excellence.
- Monitor and balance workloads and resources of service teams, as well as assist with developing and executing innovative regional strategies and national processes.
- Excel as a collaborate leader within their region, and interact closely with other leaders, sales and administrative roles, internal and external partners, Advisors and plan sponsors.
- Focus on coaching and development of their teams, and foster a high-performance culture.
What you will bring
- 5+ years in the Canadian insurance and/or financial industry
- Industry designations CEBS and RPA are considered an asset.
- Demonstrated leadership capabilities; coaching, developing and fostering a high-performance team.
- Highly adaptable, driven to develop talent and help people be their best.
- Proven ability to create a high-energy, collaborative culture where teams thrive.
- Passion for service excellence, creating connections with clients, and making a difference.
- Experience leading and championing change initiatives.
- Driven to help design and execute new ideas that will generate an accumulative, competitive advantage.
- Track record of consistently achieving strategic business objectives.
- Ability to build and maintain partnerships both within the organization and region.
- High emotional intelligence and ability to help influence thinking and behaviours.
- Strong understanding of Group Retirement and key stakeholders.
- Proven ability to leverage and integrate technology to help improve performance.
- Ability to directly maintain a small caseload of large or complex clients, as necessary.
- Post-secondary education or equivalent work experience.
- Bilingualism an asset.
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.
#LI-Hybrid
We are looking for a Service Specialist.
As a Service Specialist, you will be responsible for providing excellent customer service to our clients and Advisors. You will be a key part of the Canada Life Group Customer team, working with sales and service roles across multiple offices to achieve common goals, and delight our customers.
What you will do
- Implement, manage and maintain Group Life and Health benefits plans for assigned clients, including preparation of new case applications and amendment applications
- Participate in employee educational sessions
- Review contracts and employee booklets, and provide interpretation of contract wording to clients and advisors
- Meet with clients and advisors on a regular basis to review and discuss product updates as well as administrative and claims procedures
- Assist with training clients on administration of their benefit plans, including the on-line enrollment, billing and reporting tool
- Act as a liaison with head office and claims offices on issues/problems with respect to assigned clients. Actively seek to find solutions for client/advisor issues
- Work with underwriting on review and approval of routine plan changes
- Manage premium billing problems/issues including employee terminations, new employee additions, wage/salary changes, etc.
What you will bring
- Experience with Group Life and Health products and processes is an asset
- Highly adaptable, driven to be your best, and proven initiative.
- Post-secondary level education or a combination of relevant work experience
- A valid driver’s license is required and automotive transportation
- Proven experience providing excellent customer service
- Ability to work independently as well as in a team environment
- Strong decision making, problem solving skills and analytical skills
- Proven organizational skills with the ability to manage multiple tasks and adjust to changing priorities in a fast-paced environment
- Excellent communication skills, both oral and written
- Mandarin/Cantonese is considered an asset
- Effective delegation and follow up skills
- Project management skills
- Preference will be given to applicants who have completed the Group Health and Life primer course and/or CEBS courses for the GBA designation
- In addition to this the successful candidate will be required to successfully complete the Group Life and Health
- Primer online study course under the Certified Employee Benefits Specialist Program
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.
#LI-Hybrid
We are looking for a Financial Services Representative As this is primarily a virtual role, the candidate(s) can be located anywhere in Canada.
The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards.
What you will do
- Proactively contact clients and answer inbound inquiries.
- Provide advice and account / policy maintenance services using appropriate planning processes.
- Maintain a compliant practice.
- Improve client engagement in pursuit of the centres overall business development objectives.
- Promote client portals & e-delivery options for statements, confirmations & marketing communications.
- Provide input to inform continuous refinement of the business model.
- Keep marketing and business development plans current and up to date.
- Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs.
- Educate customers about products, solutions and services Canada Life / Quadrus provides.
What you will bring
- 3-5 years’ experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
- Valid mutual fund registration required
- Valid life insurance license (LLQP) and IFIC required
- Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate.
- Post-secondary degree or equivalent work experience.
- Customer service focus.
- Strong financial planning skills.
- Excellent verbal and written communication skills, French would be considered an asset.
- Well-developed presentation skills.
- Excellent organizational and time management skills.
- Quick thinking and innovative.
- Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations. Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC).
- Sound working knowledge of MS Office products, Investment Centre, Salesforce.
Given the size and scope of our organization, we have the flexibility for this position to be located anywhere in Canada.
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place whereyour 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.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
#LI-Remote
Be your best at Canada Life - Apply today!
Being a part of Canada Life means you have a voice. Celebrating over 175 years of our business, and being recognized as one of Canada's Top Employers in 2021, Canada Life is a place where your unique background, perspectives and talents are valued, and shapes our future success.
We are seeking a dynamic and driven bilingual Administrative Support Associate to join our team. The ideal candidate should be tech-savvy, energetic and possess strong communication and organizational skills. If you are an individual with a passion for administrative support and a desire to work in a collaborative and innovative environment, we encourage you to apply!
As the Administrative Support Associate, you will bring fresh perspectives and innovate ideas to our workplace. You will play a crucial role in supporting the daily operations of our sale team and you will be responsible for understanding employee benefits data, pricing, and the ability to compare the data across companies. You will understand the “why” behind the “how” and have strong critical thinking skills. The position can be based in either Montreal or Quebec City.
What you will do:
- Ability to understand the sales process and participate in the processing of the business with excellence
- Ability to work with all systems required for the Sales Support Associate accountabilities of the sales and renewal process
- Works with Sales team to ensure that proposals are processed and released in a complete and timely manner to our business partners
- Assisting service team with the preparation of new group submission
- Understand the renewal process and participate in the processing of the business is key to the success
- Acknowledging and raising any opportunities to the sales team
- Provide back-up support to other positions on the team as required
- Willingness to take on ad-hoc assignments when needed
What you will bring:
- Strong verbal and written communication skills in English and French
- Post-secondary education
- Strong critical thinking skills with an analytical approach
- Adept with numbers, formulas and ability to read, compare and understand data
- Understanding the end to end sales process and how each part of the process impacts the next
- Intermediate to advanced skill in Excel, with a keen ability to learn and work within other software programs (RS4, ARC, Salesforce, etc.)
- Comfortable using MS Office 365 (One Note, One Drive, Word, Teams, and Outlook)
- Strong organizational and time management skills with the ability to handle multiple tasks and meet deadlines.
- Attention to detail is key to succeed in this role
- Good problem-solving skills
- Ability to work independently as well as in a team environment.
- Knowledge of the group benefits industry would be considered 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, Quebec City
Be your best at Canada Life- Apply today!
Being a part of Canada Life means you have a voice. This is a place whereyour 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.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted
#LI-Hybrid
#IND