Customer Service Specialist (bilingual)
Canada Life is a leading insurer serving the financial security needs of over 13 million Canadians. The Customer Service Specialist will handle plan and member maintenance, manage inquiries, and foster relationships with clients while ensuring effective record-keeping and reporting for Group Retirement Services customers.
Responsibilities
- 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
- 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)
Skills
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs
- 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
- 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
- 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
Company Overview