Missing Client Coordinator

3 weeks ago

London, Canada Canada Life Assurance Company Full time

**Job Description**:
We are looking for a
**Missing Client Coordinator** within the Individual Customer organization.

The Missing Client Coordinator will provide support to the Individual Customer organization by handling returned mail and completing the necessary steps and attempts in locating missing clients. The incumbent must be detail oriented; organized; take initiative; be adaptable; remain focused; work independently and exercise discretion while managing confidential information.

**What you will do**
- Handle returned mail for all Individual Customer Operations including Wealth and Individual Insurance
- Locating updated address information for each missing client by reviewing files/systems for updated details
- Corresponding with our advisors for updated client contact information
- Using available mainframe systems and online tools to locate updated address information received in other business areas
- Search obituaries to identify any client related deaths
- Using information obtained from our resources to contact clients for updated information
- Handle sending and receiving files from Equifax authenticating client information
- Completing letters to clients for potential matches to confirm correct client and address
- Working closely with administration teams within the Wealth and Insurance departments regarding updated information located for a client

**What you will bring**
- Demonstrated strong organizational capabilities with the ability to handle multiple priorities and fluctuating workloads
- Knowledge of internal systems such as Unitrax, Ingenium, Investment Centre, Co-Pilot and ONBASE used within Wealth and Client Service would be an asset
- Bilingual (French) would be an asset
- Excellent analytical skills and high attention to detail
- Self-starter with the ability to work independently, as well as part of a team
- Excellent interpersonal and communication skills, both written and verbal
- Demonstrated customer service mindset
- Ability to build and manage trusting relationships with all business partners
- Demonstrated business professionalism while adhering to Canada Life corporate guidelines for Privacy and Code of Conduct while handling sensitive client information
- Microsoft Office Skills (Excel, Word)

**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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