Under general supervision, the Document Analyst is responsible for maintaining, updating and issuing, group insurance contracts and booklets to ensure insurance provisions are communicated to Plan Sponsors in a clear and accurate manner.
Lead the ongoing review and improvement of Wawanesa Life Group contract templates, standards, guidelines and processes.
Manage the end-to-end process of contract / booklet drafting and review, department training, and liaise with the group underwriting department to reflect changes issued in amendment requests.
Prepare contracts and booklets based on new group applications, and draft new contract wording and provide interpretation of wording as required.
Maintain contract and booklet wording updates and communicate changes internally and to Sales team.
Maintain active tasks on SharePoint according to company service standards.
Provide training to other members of the team, assisting in the development of documentation and training on contracts.
Contribute towards projects or initiatives related to group contracts or booklets as a subject matter expert.
Conduct research, and stay abreast of industry and legislative developments to ensure Wawanesa is following best practices and is in compliance, provide recommendations for improvements and / or adjustments as required.
Respond to inquiries from other departments and branch offices, work with internal and external customers to complete requests in a productive and courteous manner.
Perform other duties as assigned.
Minimum five years of experience writing contracts in the Group Insurance industry.
Post-secondary degree / diploma in Business, Communications or a related field would be considered an asset.
Actively working towards or completion of CEBS or related designation is considered an asset.
Strong Microsoft Office skills are required.
Able to research and identify key issues through effective problem solving, and able to review information comprehensively while mentoring others to adhere to standards.
Strong communication skills, both written and oral, with the ability to communicate at the right level for the audience, including telephone skills.
Excellent attention to detail with the ability to review information carefully and comprehensively.
Strong organizational and time management skills, including the ability to manage and execute tasks independently within required timelines and expectations.
Ability to contribute to a positive work atmosphere in a deadline driven environment.
Effective team player with ability to work independently.
Bilingual in English and French is an asset.