Coordinator, Policy Change

2 weeks ago

Regina, Canada The Co-operators Full time

**Position Overview**:
**Company**:CLIC

**Number of Positions**: 1

**Language**: This role operates in English.

**Work Model**:Remote-based

**Alternate Title**: n/a

**Additional Information**:
**The Opportunity**:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families’ lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders.

The Coordinator, Policy Change and Reinsurance Administration manages and processes basic in force policy changes as per contract guidelines for Co-operators and CUMIS business and administers basic reinsurance for Co-operators, CUMIS and the Edge to ensure the reinsurance data is accurate and adheres to treaty parameters.

**How you will create impact**:

- Processing basic policy changes including reinsurance review/processing from receipt of the change request to policy issue and sending the contract to the Advisor for delivery to the client for Co-operators and CUMIS.
- Processing basic contractual and non-contractual changes such as: deletions, decreases, conversions, change to non-smoker, rating review, rider adds, term extenders.
- Understanding the details required to process changes based on the specifications for each product (new and in force policies), business rules and audit adherence to treaty rules.
- Understanding and adding the appropriate reinsurance source codes to applicable changes and validating connected coverage information to ensure that the appropriate reinsurer, cede % and reinsurance premiums are calculated and paid correctly.
- Reviewing and responding to incoming calls and general inquiries from Advisors, vendors, internal departments, clients, the Edge, and escalating to Senior, when required.

**How you will succeed**:

- You influence change and are committed to continuous improvement, in order to exceed client expectations.
- You leverage critical thinking skills to identify problems and proactively propose solutions.
- Your strong communication skills allow you to clearly convey messages.
- You’re an effective team player who shares knowledge to support your peers.

**To join our team**:

- 3 years of previous experience specific to the industry
- Completion of a post-secondary technical diploma as well as ARA and ACS designations are recommended
- Working towards the LOMA (FLMI) designation.
- Completion of Medical Terminology
- Proficient in standard office software (Microsoft Office Suite etc.)

**What you need to know**:

- Detail oriented work that requires continuous mental concentration for extended periods of time.

**What’s in it for you?**:

- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.

LI-JL2

**Interested in applying?**:
Co-operators is focused on fostering an inclusive, equitable and accessible work environment and we encourage individuals from all identity groups to apply. If you require an accommodation during the recruitment process, please contact the hiring manager.

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