Policy Services Coordinator

5 months ago

Waterloo, Canada Serenia Life Financial Full time

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from you.

**About the Role**:
The Policy Services Coordinator is responsible for processing the transactional requests associated with the initiation and management of our life insurance policies. Transactions vary in complexity and this role is expected to maintain a high level of accuracy and productivity, participating in a continuous improvement methodology. The Policy Services Coordinator:

- Reviews and process incoming transactional requests in a timely and accurate manner
- Provides strong member service through clear and concise communication (written and verbal)
- Participates in ongoing training to support cross-functional accountabilities
- Generates process improvement recommendations
- Problem-solves when members present with atypical requests/scenarios

Policy Services Coordinators may also:

- Provide a high level of service to our members and advisors through our Member phone line, answering questions and taking member instruction within set parameters. Individuals assisting with the Member phone line work a shifted schedule of weekdays, 11am - 7pm.

**What You Bring to the Table**:

- At least one year of relevant individual insurance and/or investment services industry knowledge
- Proven ability to manage multiple high priority deliverables
- Strong verbal and written communication skills

**About Serenia Life Financial**:
At Serenia Life Financial, we’re on a mission to uncomplicate insurance - so that our members can feel confident when it comes to protecting their family’s financial future. As a grow-to-give company, we share our profits through company donations, community outreach, and some truly unique member benefits.

We care about the world, but just as importantly, we care about our employees. That’s why we do what we can to help our team prioritize their health & well-being, achieve work-life balance, and make sure each workday is fulfilling and fun.

**What We Offer You**:

- competitive compensation
- company-matched retirement plan
- comprehensive health & dental coverage
- flexible workplace opportunities
- generous vacation & sick day program
- discounts on life insurance
- mentorship & continued learning opportunities
- volunteer day (extra day off to support a cause you care about)
- employee appreciation days & well-being program

Serenia Life has implemented a formal Workplace Flexibility policy, which provides options for our employees to balance their home and work lives and enable them to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Statement on Diversity and Accommodations**:

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