In this role, you will work as part of a team committed to providing superior, timely, accurate and cost-effective services to London Life and/or Great-West Life clients by responding to and processing requests for policy changes. Our clients are policyowners, financial security advisors, and internal business partners.
Processing quotes and policy changes on traditional life and universal life insurance policies within the department service and quality standards, using the New Business System (NBS), Ingenium, Pallm Vector and IB15
Approving non-medical and/or basic medical evidence of insurability
Making financial general ledger account entries
Reviewing tax implications of policy changes
Providing contractual and non-contractual information pertaining to policy changes for our distribution partners, Financial Centre personnel, policyowners, and Head Office business partners by interpreting contractual provisions, policy change guidelines, and system processes
Supporting co-workers and the leadership team by participating in cross-training efforts, administrative routines, and other functions as necessary to ensure effective operations within the department
Participating in project work as needed to support existing business, product enhancements, system changes, and new initiatives within the division
Qualifications and Competencies:
Strong analytical, mathematical, and organizational skills
Superior customer service skills – empathetic to client and advisor needs
Bilingual in French and English is an asset
Ability to work with both structured and unstructured processes
Proven problem-solving skills and an ability to look outside the box and analyze alternatives that might be suitable for the client, able to use a commonsense approach
Strong interpersonal skills and the ability to work in a fast-paced team environment are essential
High level of motivation to resolve issues in a timely manner
Excellent written and verbal communication skills
Adaptive to change, flexible
Demonstrated commitment to self-development and ability to learn quickly and apply learned knowledge to other processes
Ability to handle multiple competing priorities and work with a sense of urgency to handle a demanding workload with a high level of accuracy
Technical experience with Microsoft Word Excel and Access
Knowledge of individual insurance products, including traditional life and universal life, would be an asset
Working knowledge of IMS, NBS, Ingenium,Pallm, IB15 and OnBase systems would be an asset.
Discover your opportunity….Apply today!
Great-West Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness facilities. If you’d like to join our team submit your information online and introduce yourself.
Together Great-West Life, London Life and Canada Life serve 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.
Great-West Lifeco would like to thank all applicants, however only those who qualify for an interview will be contacted.