Renewal Assistant
Renewals Assistant
Permanent Full Time
Working individually and as part of a team to generate renewals for our clients under the Small Group segment. This role involves problem‑solving, analysis and evaluation of varied information. Problems or situations may be dissimilar, and training will be provided. Apply standardized methods to analyze and evaluate information to arrive at best solutions. Procedures and practices are normally available as guidelines.
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 non‑standard plan design options in order to accurately calculate manual rates
- Respond to inquiries from the field
- Order and set up census data for Self accounting groups
- All other related duties as applicable
- 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
- Reliability Status Security Clearance – this can only be completed with candidates who receive an offer of employment. This is a personal security status that is required as a condition of employment before an employee can gain access to Protected B information, assets or work sites as outlined by the Government of Canada website. The cost of submitting these checks will be covered by Canada Life.
Base salary: $34,900.00 - $47,200.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). Additional details of our total rewards program will be discussed during the recruitment process.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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