Client Operations Specialist
6 days ago
Permanent Full Time
Reporting to the Director, Shared Services, the Client Operations Specialist will be responsible for providing excellent customer service to our internal and external clients. You will be a key part of the Canada Life Reinsurance Regina Operations team, working with Shared Services, Trad Life Administration and Claims to achieve common goals, and customer satisfaction.
Major responsibilities will include client servicing, review and input of client reporting for financial purposes, front line contact of direct insurance, and other duties as assigned.
**What you will do**:
- Review and analysis of client reporting for accuracy and reasonableness.
- Correspond with brokers or clients (including direct insureds) as required including responding to or making queries.
- Update Microsoft Excel spreadsheets and Access databases for tracking purposes.
- Input financials and provide documentation for financial reporting among various teams.
- Correspond with various teams including Finance, Legal, IT, Actuarial teams.
- Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects.
- Ad-hoc duties as required, and responsibilities may change from time to time.
**What you will bring**:
- 2 years in an insurance / reinsurance role in a Financial Services/Insurance firm.
- Post secondary diploma or degree in business, finance, economics or other related discipline.
- Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.
- Organizational skills and time management - Able to multi-task, prioritize and should be comfortable working in a fast-paced environment.
- Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel, Access and SharePoint.
The base salary for this position is between **$44,900****:
- $74,800** annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
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.
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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