Plan Structure Document Associate
Canada Life is a company dedicated to improving the financial, physical, and mental well-being of Canadians. The Plan Structure Document Associate is responsible for creating and maintaining various contract and booklet documents while ensuring their accuracy and legality, as well as translating documents into French and coaching colleagues on procedures.
Responsibilities
- Create, customize, amend and publish documents:
- Examination and analysis of source material (master application/concise amendment/eSetup application, correspondence, existing documents, previous carriers’ documents, etc.)
- Clarification of information, resolution of outstanding issues, involvement of other areas in the decision-making process (underwriting, PAS, group office, group products, legal, BPO, government offices, etc
- Approval of the final content of produced documents (liability)
- Attend Team Meetings
- Propose/promote changes to current processes
Skills
- Bilingual ability (English/French) an asset
- Excellent written and oral communication skills
- Good computer skills
- Strong analytical skills
- Ability to adapt quickly to change
- Keen attention to detail
- Ability to work autonomously as well as in a team
- Excellent time management skills
- Comfortable with Microsoft Office suite
- Experience in customer service
- Home Network WIRED (LAN Cat5e or higher cable) directly from CL Laptop to Home Router/modem
- Internet Service Provider (ISP) minimum connection: 50MB Download & 5MB Upload speeds
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Company Overview