Individual Insurance Specialist

2 months ago

Surrey, Canada GroupHEALTH Benefit Solutions Full time

**WHO ARE WE?**

The GroupHEALTH Family of Companies is a leading Canadian provider of employee benefits, made up of GroupHEALTH Benefit Solutions, GroupSource, Manion Wilkins & Associates Ltd, and Disability Management Institute and an additional 7 operating companies.

GroupHEALTH holds substantial controlling interest of the above companies and is a wholly owned subsidiary of Munich Re New Ventures, a division of Munich Re—one of the world’s leading providers of reinsurance, primary insurance, and insurance-related risk solutions.

**YOUR ROLE**

As the Individual Insurance Specialist, you will be responsible for quoting, implementation, maintenance and client service for all individual insurance products from start to finish while creating a WOW Experience for our individual insurance clients and Partners.

**YOUR IMPACT**
- You will perform basic underwriting function and produce accurate quotes for Soloplus products.
- You will review new sold documents for all required information for implementation.
- You will manage and code multiple systems with relevant data and ensure high level of accuracy in the implementation of new Soloplus members and/or ported coverage members.
- You will understand the various systems and platforms and the interdependencies of systems used to deliver service to clients.
- You will work with Claims Payors and other internal departments to ensure a smooth “Go Live” for Soloplus new clients.
- You will resolve member questions or concerns in a timely customer centric fashion.
- You will work collaboratively with all GH departments, Partners, and members.
- You will create correspondence for members as required.
- You will provide knowledge and education within GroupHEALTH on Soloplus, Parachute or ported coverage processes as required.
- You will make process and training improvement suggestions.
- You will maintain and update process documentation.
- You will perform amendments when required in collaboration with underwriting, insurer, and claims payor as required.
- You will mentor and train new Soloplus team members, including updating training plans and discussing wins and challenges with manager.
- You will support annual renewal activities.
- You will perform other duties as assigned.

**WHAT TO EXPECT**
- First 30 Days_
- You will engage in 1-on-1 training sessions with current Soloplus team members.
- You will understand Soloplus & other optional product offerings (Parachute, Ported coverage, etc.)
- You will review of training material and resources as it pertains to systems and processes.
- You will demonstrate initiative and willingness to learn new skills and improve existing skills.
- You will begin to set up of assigned new Soloplus member with mentor.
- You will perform simple in-force service tasks for Soloplus and other optional products (terminations, claims inquiries, updates to member information).
- First 60 Days_
- You will easily determine locations for forms and resource material pertaining to Soloplus.
- You will have a good understanding of GroupHEALTH Soloplus & optional benefit and product offerings.
- You will become the master the setup of new Soloplus members on all required systems (WEBS, CRM, CS).
- You will become the master the maintenance of Parachute members on the Oliver platform.
- You will complete all learning tasks on training plan.
- First 90 Days_
- You will be responsibility and ownership of Soloplus and optional product offerings (Parachute, Ported coverage).
- Consistent achievement of reaching a target SLA of 90% and developing promoters of GroupHEALTH.
- You will have a good understanding of our systems (WEBS online benefit system, CRM casing system, Oliver platform, ClaimSecure eProfile, etc.).
- You will have a good understanding of Soloplus plans and how they work, including quoting, set-up, in-force service, billing, and claims inquiries.

**THIS IS YOU**
- You are a post secondary graduate with a degree in a related field.
- You are client service focus.
- You have the ability to provide accurate and timely advice to clients.
- You have previous experience with Microsoft Office.
- You have a high level of accuracy and attention to detail.
- You have the ability to successfully mentor and support others.
- You are an excellent communicator.
- You have the ability to prioritize and meet tight deadlines while remaining calm under pressure.

**WHAT YOU'LL GET**
- Comfortable compensation.
- Comprehensive and competitive benefits package.
- Starting at 3 weeks' vacation, plus flex days to help you achieve that work-life balance.
- Wellness programs to support you in and out of the office.
- Learn and grow with us through our employee education program.

**WHY YOU WILL LOVE WORKING FOR GroupHEALTH**
- Professional Development_

We are a fast-growing company and as a result, there are ample opportunities for career growth and professional development when you join our team. From a transparent promotion structure and def

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