New Business Service Representative - Regina, Canada - The Co-operators

The Co-operators

Verified Company

Regina, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position Overview:

Company:

CLIC

Number of Positions: 1

Language:
Bilingualism in English and French is an asset.

Work Model:
Office-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 Client Services team aspires to create a seamless and personalized client experience.

Our professional, agile and knowledgeable team works collaboratively to understand and anticipant the needs of our clients, helping our organization to grow.

We foster open communication and think innovatively to find mutually beneficial solutions for our clients.

The New Business Service Representative is the first point of contact with all Distribution Partners (Advisors, Brokers and MGAs), vendors and internal partners.

The role builds and maintains strong relationships with all of our distribution partners including our internal and external clients.

This position is the main conduit for the Advisor and Broker inquiries in regards to the processing of Individual Life New Business and Policy Changes, a major revenue producer for
CLIC and CUMIS.

This position provides a consistent client experience on each and every contact.

How you will create impact:

Proactively contact advisors and brokers with respect to underwriting on pending business cases in order to expedite the issuance of their business.
Contacting the Advisor and Broker for any after issue requirements to ensure Policy Issue processes are complete and have met the requirements set out in our reinsurance treaties.
During a service contact, determining if information received must be passed to an underwriter for review. Complete handling of documentation of the file prior to being passed to an underwriter or policy change representative.
Confirming status of Teleunderwriting interviews, Attending Physician Statements, Medical Information Bureau details, reinsures advice etc. by accessing the appropriate Websites.
Followingup for postissue requirements with the Advisor and discuss possible solutions, or determine when extensions to the dates can be made, keeping in mind the validity of Underwriting requirements and criteria.

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:

You have 23 years of experience in a related role.
Having knowledge of Individual Life products, processes and systems would considered to be an asset.

What you need to know:

Strict confidentiality with respect to client's medical history, financial status and other personal information.

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 wellbeing, 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.

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.