Customer Service Specialist
Canada Life
Winnipeg, MB, CA
4d ago

Our Story

We are proud to announce that Canada Life will become our company brand under which our three companies service Great West Life, London Life, and Canada Life.

Together, Great-West Life, London Life and Canada Life have been in the business of keeping promises for over a century.

The new Canada Life brand combines the strengths of all three so we can better deliver on our purpose : To improve the financial, physical and mental well-being of Canadians.

We are excited about this journey. To find out more about our story, click here

Reporting to the Associate Manager, you will be accountable for :

  • Handling plan and member maintenance on GPAS, including data updates, financial transactions and reporting
  • Handling various inquiries, telephone calls etc. from multiple audiences
  • The daily management of a block of business
  • Fostering relationships with plan administrators, brokers, advisors and plan members
  • Handling sensitive and complex issues in a timely and accurate manner
  • Based on your assignment within GRS you will be specifically accountable for one or more of the following :

  • End to end handling of death and marriage breakdown transactions (includes requirement gathering, communications, handling unusual situations and ultimately making payments to / on behalf of plan members)
  • Standard and customized client reporting, including the completion of Annual Information Returns and responding to inquiries from external auditors
  • End to end daily administration (including contribution processing, investment fund changes, payment of member benefits, basic reporting and supporting advisors and plan administrators)
  • Required competencies and behaviours :

  • Customer service focused with a positive can do attitude
  • Strong communication skills - both written and verbal
  • Organized and able to work in a dynamic and changing environment
  • Strong interpersonal skills with the ability to work independently and as part of a larger team
  • Self-motivated with an ability to effectively multi-task and meet tight deadlines
  • Ability and desire to produce quality work
  • Fluency in Microsoft Office tools including Word and Outlook, proficient in Excel
  • Knowledge of investment / retirement arrangements and / or GRS business processes an asset
  • Knowledge of rules and regulations as they relate to GRS products an asset
  • Bilingual French / English required
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