Annuities Services Representative

Job : 9726

Employment Type: Existing Role

Working Business Language: English

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role.

The salary offered is estimated to be within the following range: $43,000 - $53,000.

About Us

At Wawanesa, we offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations:
Winnipeg, MB

The Wawanesa Mutual Insurance Company (“Wawanesa Mutual”), founded in 1896, is one of Canada’s largest mutual insurers, with over $3.5 billion in annual revenue and assets of $10 billion (CAD). Wawanesa Mutual, with its National Headquarters in Winnipeg, is the parent company of Wawanesa Life, which provides life insurance products and services throughout Canada, and Western Financial Group, which distributes personal and business insurance across Canada.

Wawanesa proudly serves more than 1.7 million members in Canada, and we are home to more than 3,300 employees distributed across the Canadian regions and communities where we operate. We give back to organizations that strengthen communities, donating more than $3.5 million annually to charitable organizations, including over $2 million annually in support of people on the front lines of climate change.

We are also proud to be recognized as one of Manitoba’s Top Employers. To learn more visit

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.

The Annuities Services Representative plays a key role in delivering exceptional service to our annuity clients and advisors. In this role, they will respond to inquiries, process transactions, issue new annuity contracts, and support claim handling while ensuring a superior customer experience that drives strong client retention. Working with minimal supervision, the role brings empathy, accuracy, and problem‑solving skills to every interaction.

• Serve as the primary contact for annuity inquiries via phone and email.
• Respond to incoming calls as part of the Call Centre team.
• Process a wide range of annuity transactions, including new contract setup, withdrawals, fund rebalancing and death claim documentation.
• Provide clients with clear guidance and available retirement options when their contracts reach maturity.
• Ensure all activities and documentation meet regulatory, audit, and company compliance standards.
• Identify and report system issues to the appropriate teams.
• Perform other related duties and projects as assigned.

• Minimum three (3) years  experience in an administrative or customer service capacity in an office environment.
• Knowledge of RRSP, LIRA, RRIF, non-registered products and life annuities.
• Ability to apply product knowledge to client inquiries and annuity administration tasks.
• Excellent prioritization, time and deadline management while working in a fast-paced environment.
• Strong written and verbal communication skills with the ability to communicate at the right level for the audience, including by telephone.
• Demonstrated resourcefulness and independence finding information.
• Demonstrated strict confidentiality and adherence to all privacy and information‑security policies.
• Willing to enroll in or actively pursuing the ACS and/or ALMI designation.
• Experience with in an investment-related role is an asset.
• Bilingual in…