Senior Service Consultant

Canada Life Assurance Company - Ottawa, ON (30+ days ago)

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Job Description:
Role Description

The Senior Service Consultant is a client-facing service position requiring a high degree of group insurance knowledge, superior organizational skills, and internal/external customer service abilities. The applicant must be able to reach independent judgements and/or decisions on each of the main duties and responsibilities with minimal supervision. This level would have a caseload assignment of major Group Life and health accounts with a high rating of case complexity, partnering with Specialist Advisors and Consultants. The successful candidate will join a high performing, collaborative sales and service team.

Accountabilities:
Maintain direct contact with clients/advisors, proactively planning your client meetings to ensure regular connections are made;
Attend and present at finalist meetings;
Assist with claims escalations, consulting with Account Managers and Head Office contacts across various internal departments;
Handle premium billing related to terminations, new employee additions, wage/salary changes, etc.;
Manage general administration inquiries from clients, excess insurance and medical evidence requirements, ex-gratia/cost-plus requests, and legislative changes;
Provide interpretation and revision of contract wording (collective agreement requirements, specialized plans, etc.);
Handle incoming amendment requests from clients/ advisors;
Assist on commission agreements account setup/changes, inquiries;
Conduct employee meetings to review plan details;
Special projects and/or research assignments;
Mentorship and knowledge transfer with peers.

Qualifications and Competencies:
Highly adaptable, driven to be your best, and proven initiative;
Excellent written and oral communication in English and French;
Completion of post-secondary education including college certificate, diploma or degree or equivalent education and experience;
5+ years experience in Group Insurance working with complex plans;
Experience with Group Life and health products;
Experience working with group systems and departments;
Strong customer service orientation;
Ability to work independently and set priorities;
Ability to solve problems and research information to determine appropriate decisions;
Project management skills;
Preference will be given to applicants with professional designations (or part thereof) CEBS;
A car and driver’s license is required.

Our Story

Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made.

As of January 1, 2020, Great-West Life, London Life and Canada Life became one company – Canada Life, and today, we proudly serve more than 13 million customer relationships from coast to coast to coast.

Discover your opportunity….Apply today!

Canada Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness in our head office facilities. If you’d like to join our team submit your information online and introduce yourself.

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

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