New Business Assistant

Company: CLIC
Department: Individual Insurance and Wealth Management
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families’ lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders. 

The New Business Assistant provides support to New Business Administration and Underwriting teams to ensure timely handling of new applications. Individuals in this role rotate among varied duties including reviewing and redirecting incoming documents and other supporting activities.

How you will create impact:

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  Review faxes and medical evidence to determine type of mail (outstanding requirements, medical evidence, etc.).



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  Review document for signature and dates.



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  Index the document to the correct doc type and sub type in Onbase.



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  Split and attach to proper requirements as per procedures and business unit requirements.



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  Create and receipt To Do’s in Phoenix.



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  Responsible for the review, verification and re-direction or maintenance of the emails coming into the group email box (New business and policy change).



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  Write letters to manage the NB Admin Email box and re-direction of incoming emails.



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  Responsible for reporting daily incoming application totals to management and reinsurer.

How you will succeed:

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  You influence change and are committed to continuous improvement, in order to exceed client expectations. 



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  You leverage critical thinking skills to identify problems and proactively propose solutions.



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  Your strong communication skills allow you to clearly convey messages. 



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  You’re an effective team player who shares knowledge to support your peers.

To join our team:

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  Secondary education.



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  General office experience.

What's in it for you?

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  Training and development opportunities to grow your career. 



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  Flexible work options and paid time off to support your personal and family needs.



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  A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.



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  Paid volunteer days to give back to your community.



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  In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

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Expected salary range $38,007 - $63,345 ​

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education. ​​

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

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