Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry? Canada Protection Plan, a Foresters Financial™ company operating in the Canadian marketplace, markets and sells life insurance and related products, many with simplified underwriting processes requiring no medical exams.

Would you like to make a difference with the customers we serve? A career at Canada Protection Plan, the Canada Division of Foresters Financial, is full of potential. We are driven to excel, and our employees reflect this passion. Our company values include shared collaboration, career development and a friendly and open work environment.

Our strength is a culture characterized by doing work that makes a positive impact in the communities where we live. We connect with our employees in significant and meaningful ways for work that matters.

Responsibilities

Review various systems and applications for instructions, notes and requirements as noted by Case Management and/or Underwriting team.
Examine each file received to ensure contracts have been issued accordingly, capturing any required documentation deemed necessary by the Underwriter and/or the Case Manager.
Ensure all required applications, and supporting documents are retrieved and assembled accurately to avoid any privacy incidents.
Review application information for accuracy and completeness to ensure that any changes/corrections have been properly reflected in the new contract package via a contract amendment or endorsement.
Verify that the contract is issued in accordance with applicable laws, regulations, and Company policies and standards.
Responsible for identifying, recording and reporting contract discrepancies and errors and taking appropriate action including reaching out to Case Manager to required.
Assemble the policy contract accord to Company policies and bind or prepare for e-policy delivery.
Ensure ePolicies are sent to the appropriate parties in accordance with policies and standards and review to ensure correct email addresses have been used.
With paper contracts, where necessary, provide the MGA/Advisor’s mailing address for the distribution of completed contract packages based on contracting/licensing preferences.
Document and report on daily volumes.
Escalate any issues related to system issues and contracts output.
Perform a final review of all applications, supplemental forms, agents and MGA set up for completeness and accuracy.
Manage all pending issues to meet or exceed production targets.
Identify and communicate any operational efficiencies to enhance the service experience of Members and Advisors.
Other duties as required.

Knowledge/Experience/Skills

Enthusiastic team player with a positive attitude and strong team building skills
Ability to multi-task in a fast paced, high volume work environment
Life Insurance experience is a must
Highly organized and efficient with the ability to work independently on a repetitive task and maintain high motivation
Excellent verbal and written communication skills
Excellent customer service skills
Proficient use of Microsoft Office applications (Word, Excel, Outlook)
Attention to detail and accuracy
LOMA designation an asset
Ability and willingness to support the team accomplish its team goals
Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment

At Canada Protection Plan, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a diverse workforce and we are an equal opportunity employer.

If you require an accommodation, Canada Protection Plan will provide reasonable accommodations, accessible formats and communication supports upon request to all candidates with disabilities who take part in all aspects of the recruitment and selection process.

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Canada Protection Plan, A Foresters Financial Company

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