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Senior Manager: IL New Business and Branch Operations Specialist

2 months ago


Winnipeg, Manitoba, Canada A triple A Recruitment Full time
Senior Manager: IL New Business and Branch Operations Specialist

A triple A Recruitment is seeking a seasoned professional to oversee individual life new business and underwriting operations, ensuring efficient and effective workflow in the department. The ideal candidate will be responsible for making correct underwriting decisions and overseeing branch operations.

Key Responsibilities:

  1. New Business Process Oversight:
    1. Administer new business on individual life policies at Head Office and branch level, adhering to best practices.
    2. Liaise with stakeholders in the new business process.
  2. Underwriting Process Oversight:
    1. Administer underwriting on individual life policies at Head Office, adhering to best practices.
  3. Complaints Resolution and Compliance:
    1. Contribute to strategic planning.
    2. Provide reports to senior management.
    3. Develop, maintain, and implement process changes that impact the budget.
    4. Develop and maintain departmental strategies regarding processes.
    5. Determine staff requirements to ensure departmental effectiveness and efficient work processes.
    6. Provide weekly reports to senior executives.
    7. Report to the management committee on IL new business and branch operations.
  4. Administration of the Carefree Life Retirement Annuity Fund:
  5. Client Liaison Management at Branch Offices:
  6. New Business Data Capturing and Processing at Branch Offices:
  7. Claims Administration at Branch Offices:
  8. Budgetary Control and Logistics Management:
  9. FAIS and Compliance Requirements Oversight:
  10. Fair Treatment of Clients:

Requirements:

  1. Degree in Risk Management, Business Management, or a relevant field.
  2. Full qualification recognized by the Financial Services Board.
  3. 5 years of experience in long-term insurance underwriting.
  4. At least 3 years of management experience.