Health and Wealth Support Associate

3 weeks ago

Winnipeg, Canada Canada Life Assurance Company Full time

**Job Description**:
An exciting opportunity exists to be part of an amazing team of professionals in one of Canada’s leading Insurance Companies in the Group Customer Division. As a **Health and Wealth Support Associate**, you will support a team of licensed Health and Wealth Consultants’ sales, service and leadership staff by handling administrative duties, performing ongoing daily tasks and facilitating workflow within the Health and Wealth Guidance Solutions team.

**What you will do**
- Follow up directly with members for missing information
- Perform ongoing daily tasks for Health and Wealth Consultants and Leaders.
- Help plan members complete and update documentation, as needed
- Contact and follow up with other financial institutions to ensure assets are transferred
- Support multiple lines of business between Health and Wealth Consultants and Canada Life (GLH, GRS, IHS, Life Conversions, Group and Individual Insurance)
- Facilitate members’ requests to transfer assets from other financial institutions
- Assign 2nd level support inquiries to Sales and Service staff
- Help produce and update support materials for Sales and Service staff as needed

**What you will bring**
- Must be able to demonstrate efficient use of time management and organizational skills
- Ability to handle multiple priorities and deadlines
- Demonstrate good Customer Service Skills
- Ability to work in a team environment
- Ability to communicate well verbally and written
- 3-5 years in the Canadian insurance and/or financial industry, with a specific emphasis on group products
- Post secondary education or equivalent work experience
- Certified Employee Benefits Specialist (CEBS) an asset
- Strong knowledge of Group Benefits or Group Retirement products
- Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)

**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.

**We are one of Canada's top 100 employers**
- 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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