We are Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Be your best at Canada Life.

We are looking for a Business Services Coordinator.

Role description

We are currently seeking a Business Services Coordinator, Asset Retention. If you are a highly effective listener and communicator, have a very strong knowledge of retirement savings and income products and pension legislation, and are keen to lead a team of Member Support Associates, this may be a rewarding opportunity for you. An exciting opportunity exists to be part of a growing team of professionals in one of Canada’s leading Insurance Companies in the Group Customer Division.

What you will do

Provide leadership and direction to Member Support Associates (MSAs) in the Asset Retention team.

Develop and empower MSAs to deliver consistent, timely and accurate administrative support to all roles in the Asset Retention team. In doing so, the Business Services Coordinator will help the Asset Retention team and Plan Member as Customer achieve annual retention, earnings and sales objectives while providing outstanding service to our customers.

As a talent leader, this individual’s focus will be on the coaching and development of MSAs and fostering a culture of high performance, team engagement and care for our customers.

Oversee workflow assignments managed by the MSAs, ensuring that standards for timeliness, accuracy and quality are monitored and maintained, and providing escalation support as needed.

Assist the Asset Retention and Plan Member as Customer leadership team in developing and supporting a robust training and mentoring program. The role’s specific responsibility will be to maintain documentation and tools that will help facilitate new hire training and ongoing skill building.

Work with GRS Admin, GRS Process, Plan Member as Customer leaders and the whole Asset Retention team to continuously review, refine and update processes. This includes working with Plan Member as Customer Compliance and other leaders to oversee processes for Asset Retention compliance and licensing requirements, including CE credit tracking, complaint management and quality control.

Further support the Asset Retention team leaders by facilitating team meetings and participating in a broad range of projects, such as the annual Age 71 projects, and ongoing development of our Asset Retention CRM tool.

Partner with our technical resources to provide technical support to the Asset Retention team on various tools used by the team, such as our CRM tool, the AR database, Jabber/Finesse/Verint, and other tools used by the team.

Have responsibilities for overseeing and managing the Business Continuity Process for the Asset Retention team

Work closely with the broader Asset Retention and Plan Member as Customer leadership team and other leaders in Group Customer to explore and execute strategies and processes that will unleash new opportunities to increase retention, attract new assets and create new sales opportunities

Embrace and promote diversity and inclusion in all aspects of team life, and it will nurture the team’s culture of care, trust, collaboration, support and service to plan members, colleagues and our community.

What you will bring

Demonstrated ability to build trust with all team members, that will enable coaching and fostering a high-performance team.

Highly adaptable, driven to develop talent and help people be their best.

Ability to cultivate a high-energy, collaborative culture where teams thrive.

Passion for service excellence and making a difference.

Proven ability to deliver results.

Highly effective listener and communicator.

Experience supporting and embracing change initiatives.

Driven to help develop and execute new ideas that will benefit the team.

Ability to build and maintain partnerships both within the team and with business partners.

High emotional intelligence and ability to help influence thinking and behaviours.

Excellent technical and analytical capabilities and command of MS Office tools.

Proven ability to leverage and integrate technology to help improve performance.

Strong understanding of Group Retirement Services business and key stakeholders.

Extensive expertise in savings and income plans (e.g. RPPs, RRSPs, DPSPs, RRIFs, LIFs, annuities, etc) and multi-jurisdictional pension legislation

Post-secondary education or equivalent work experience.

5-10 years in the Canadian insurance and/or financial industry.

Be your best at Canada Life- Apply today

We are one of Canada's top 100 employers!

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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