The Administrative Assistants (Life Claims) are responsible for the overall department workflow. They must meet very strict deadlines in order to deliver new claims to the Analysts and Processors in a timely manner, to ensure that the benefit cheques are in the mail by 1 p.m. on the date of issue. A backlog in this unit adversely affects the ability of Group Life Benefits to meet its service targets.
Proper maintenance of departmental records assists the entire department by ensuring that required information is easily accessible.
They provide customer service by ensuring that the cheque letters and tax forms are accurately prepared and mailed on the day that the cheques are issued. Advance payments are mailed within 24 hours of receipt of the request.
Type cheque letters and income tax forms. Pick up cheques and tax forms from lock box. Cheques in excess of $500,000.00 require special handling;
Proof read each others cheque letters & income tax forms. All cheques must be in the mail run by 1 p.m. the same day;
Liaise with Member Administration or Selectpac, Billing, Enrolment and Group Systems to ensure that the liability for all claims is reported in a timely manner. Refer issues which they are unable to resolve on their own to the Financial Analyst;
Open, date stamp and sort mail – one week a month;
Create paper claim files, and data base records (Access) for new life claims within 3 days of receipt. Assign a claim number, request application cards from Selectpac or Member Administration when required. Each Administrative Assistant opens approximately 250-300 new claims per month;
Generate financial transaction to report the amount claimed to the appropriate general ledger, using the Life Claims & Waiver System (mainframe based). Up-date certificate information on EAS. (Financial Impact) approximately $72 million per Admin. Assistant annually;
Issue cheques for advance payments within 24 hours of receipt of the request – advance amounts up to $10,000.00 each. Also issue cheques for expenses, such as medical reports, police reports;
Maintain departmental records & distribute reports to other departments;
File merge & Purge vouchers, maintain closed file records and forward closed files to company records;
Act as telephone attendant;
Other duties as assigned.
Qualifications and Competencies:
Communication: Interact effectively with all members of the department and with other departments, such as Selectpac, Member Administration, Group In-force Admin. & Banking. As phone Attendant, has daily contact with clients, claimants and brokers/sales representatives;
Customer Service: Effectively determines & satisfies customers needs in a timely, accurate & courteous manner;
Teamwork: Works well independently within a team environment. Shares information and fosters cooperation;
Managing change: Effectively handles the pressures of deadlines and fluctuating workloads;
Technical skills: Proficient in the use of the technical tools required to complete all tasks:
Paradox Database (Life Claims and Waiver Tracking System);
Mainframe applications PAS/ EAS/ LCW/ Prolific.
Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we’ve made.
As of January 1, 2020, Great-West Life, London Life and Canada Life became one company – Canada Life, and today, we proudly serve more than 13 million customer relationships from coast to coast to coast.
Discover your opportunity….Apply today!
Canada Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness in our head office facilities. If you’d like to join our team submit your information online and introduce yourself.
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