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Renewal Assistant

Job Description:

Working individually and as part of a team to generate renewals for our clients under the Small Group segment. This job involves problem-solving, analysis, and evaluation of varied information. Problems or situations may be dissimilar, and training will be provided. Must apply standardized or prescribed techniques or methods to analyze and evaluate information to arrive at best solutions. Procedures and practices are normally available as guidelines.

The Renewals Assistant will be responsible to calculate manual rates using ARC, to code Renewal rates for billing and execution on a timely and accurate basis, as well as handling inquiries from the field.

What you will do
  • Timely and accurate coding of Renewal sold rates on the client’s billing
  • Calculation of manual rates for In-force quotes
  • Timely and accurate coding of Execution sold rates
  • Calculation and inputting of amendment factors
  • Manipulation of data in Excel and adjusting output to include all nonstandard plan design options in order to accurately calculate manual rates. Manually adjust output to include all nonstandard plan design options.
  • Respond to inquiries from the field
  • Order and set up census data for Self accounting groups.
  • All other related duties as applicable
What you will bring
  • Proficiency in Microsoft Outlook, Word, Excel, Access, and Adobe Acrobat
  • Knowledge of PAS, ARC and TOCS is considered an asset
  • High degree of accuracy and attention to detail
  • Customer service skills are an asset
  • Well-developed organizational and time management skills with the ability to manage a high volume of work while meeting fixed deadlines
  • Ability to work both independently as well as part of a team
  • Strong mathematical skills
  • Some knowledge of Group Benefit products would be an asset
  • Successful candidates will be required to participate in the Federal Government Enhanced Screening process.
Be your best at Canada Life- Apply today!

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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CEO of Canada Life
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Paul Mahon
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Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trus...

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DATE POSTED
June 10, 2023

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