Team Coordinator Customer Service

2 weeks ago

London, Ontario, Canada Canada Life Assurance Company Full time

Job Description:

We are looking for a

_Team Coordinator_


The Team Coordinator oversees the daily processes, projects, and specialized tasks for the administration of Segregated Funds for the Savings side of the business.

You will be a resource for our Field Partners, Financial Security Advisors, teammates and the Client Service Centre, seeking to resolve questions, concerns and problems.


What you will do

  • Achieve an in depth knowledge of the Segregated Fund product, including knowledge of processes and procedures, and the structure of the distribution channel
  • Achieve an in depth knowledge of the Segregated Fund system and Investment Centre
  • Act as an informal leader, supporting teammates on a daily basis
  • Provide regular staff coaching, i.e. reviewing Quality Control errors; provide input on performance appraisals
  • Handle complaint files, escalated complaints, including those directed to the President's Office
  • Review gain/loss, reporting
  • Distribution of work, manages workload of team effectively
  • Assist team with questions on corrections and handle 'complex cases', working closely with Compliance, Tax/Accounting team or Contract Specialist if required
  • Review errors with staff and demonstrate how to correct and issue properly
  • Assist with coordinating Accounting issues
  • Coordinate yearend tasks, maturity letters and other specialized tasks as required
  • Provide regular and timely updates and feedback to Associate Manager
  • Coordinate cleanup initiatives
  • Project involvement and miscellaneous duties as requested and/or required
  • Ensure daily reports are reviewed, distributed and handled

What you will bring

  • Selfmotivated, commitment to self development and enjoy a challenging and demanding workload
  • A selfstarter requiring mínimal direction
  • Initiative
  • Excellent verbal and written communication skills, with an ability to deal with all levels of management
  • Proven ability to learn and grasp new concepts
  • Ability to recognize when to escalate issues
  • Strong interpersonal skills and the ability to work in a team environment
  • Able to confront and deal with difficult situations
  • Strong customer service skills
  • Flexible, able to accept change, and drive change as required
  • Able to work in ambiguous and unstructured situations
**Be your best at Canada Life

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._
._

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

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