Service Partner - Toronto, Canada - Canada Life Assurance Company

Canada Life Assurance Company

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Job Description:

The
Service Partner, reporting to the Assistant Manager Contracts and Compensation, is required to handle all transactions in support of Firms & Advisor contract maintenance of all sales channels (Group, ADSL, MGA and National Account).

The responsibilities of this role ensure Canada Life is able to pay commissions to Firms and Advisors within all regulatory requirements across Canada.

The team is responsible for ongoing updates of advisor contract information that enables the ongoing payment of compensation and correct advisor data management for purposes of annual taxes.

The individual works in a team environment to handle transactions including, but not limited to:

Corresponding with partners (internal and external alike), regulatory authorities and customers related to the contracting process including contracting information and licensing and processing relevant systems updates.
Review and process Agent of record (AOR) changes ensuring our client advisor requests are supported by the advisor that the client choses to work with.
Administering the license and E&O renewal process thereby ensuring that only properly licensed advisors are compensated.
Review and process maintenance changes/updates.
Updating upwards of eight separate systems accuracy is especially key this role.
Delivering a professional and courteous level of customer service through all channels of communication and business channels.
Other administrative tasks as required.

What you will bring:

College diploma
Demonstrated strong customer service and communication skills both written and verbal.
Proficient in using Microsoft Office products including Word and Excel
Attentive to detail, demonstrated initiative, analytical and problemsolving skills
Team player
Focus on quality and timeliness to meet deadlines

Strong organization skills

Able to handle multiple priorities while managing deadlines
Ability to work in an unstructured environment and multitask.

Flexibility

Able to work overtime when required.
Adaptable to change.
Bilingual (French / English)
Proficient written and verbal communication skills is an asset.

_ Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg._
**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_**.

LI-Hybrid