Policy Issue Specialist

2 months ago

Toronto, Canada Canada Protection Plan Full time

Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry? Canada Protection Plan, a Foresters Financial company operating in the Canadian marketplace, markets and sells life insurance and related products, many with simplified underwriting processes requiring no medical exams.

Would you like to make a difference with the customers we serve? A career at Canada Protection Plan, the Canada Division of Foresters Financial, is full of potential. We are driven to excel, and our employees reflect this passion. Our company values include shared collaboration, career development and a friendly and open work environment.

Our strength is a culture characterized by doing work that makes a positive impact in the communities where we live. We connect with our employees in significant and meaningful ways for work that matters.

**Responsibilities**:

- Examine each file received to ensure contracts have been issued accordingly, capturing any required documentation deemed necessary by the Underwriter and/or the Case Manager.
- Verify that the contract is issued in accordance with applicable laws, regulations, and Company policies and standards.
- Responsible for identifying, recording and reporting contract discrepancies and errors and taking appropriate action including reaching out to Case Manager to required.
- Assemble the policy contract accord to Company policies and bind or prepare for e-policy delivery.
- With paper contracts, where necessary, provide the MGA/Advisor’s mailing address for the distribution of completed contract packages based on contracting/licensing preferences.
- Document and report on daily volumes.
- Escalate any issues related to system issues and contracts output.
- Manage all pending issues to meet or exceed production targets.
- Identify and communicate any operational efficiencies to enhance the service experience of Members and Advisors.
- Other duties as required.

**Knowledge/Experience/Skills**:

- Enthusiastic team player with a positive attitude and strong team building skills
- Ability to multi-task in a fast paced, high volume work environment
- Life Insurance experience is a must
- Highly organized and efficient with the ability to work independently on a repetitive task and maintain high motivation
- Excellent verbal and written communication skills
- Excellent customer service skills
- Attention to detail and accuracy
- LOMA designation an asset
- Ability and willingness to support the team accomplish its team goals
- Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment

At Canada Protection Plan, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a diverse workforce and we are an equal opportunity employer.

INDCPP

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