Plan Member Guide

  • Company:
    Canada Life Assurance Company
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    22 hours ago
  • Category:
    Customer Service

We are Canada LifeBeing 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 Plan Member GuideGiven the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg, Regina, Edmonton, Calgary, Vancouver.Plan Members as Customers is about building trust through every interaction we have with our plan members and represents a shift in our organization’s mindset. Proactively identifying, understanding and delivering on the products and experiences to meet the needs of our plan members using new tools, new processes, and data. This is a new role to execute on the vision of a member focused solutions centre, leading project and business resources to execute on the Plan Member as Customer strategy.Our team of professional Member Guides help customers save. We provide Life, Health and retirement solutions and other services to help customers realize their financial and life goals.Using a set of innovative tools and approaches, handling both inbound conversations and making outbound calls, the plan member guide will:Provide financial wellness guidance, Life and Health and retirement solutions during all phases of a plan member’s life and uses innovative tools to offer appropriate solutionsObtain knowledge of the plan member’s financial objectives and deliver personalized consultations detailing solutions best suited to the retirement and health planning needs of Canada Life customersProvide guidance, advice, professional account management, financial wellness, and financial planning to enhance a plan member’s wellbeingLeverage training model and sales enablement supports to identify plan member needs and help navigate them to appropriate next stepsProvide education and point in time advice on financial planning and other relevant topicsEngage the customer in site & app enrollment and navigation, claims submissions and site functionality, benefits review including coverage details, top-up opportunities, savings opportunities, portable benefits and individual health products; resolve issues and identifies strategies and options to achieve goalsIdentify opportunities and record engagement with each plan member using internal systems and toolsAnswer and respond appropriately to operational and procedural inquiries from current retirement plan members via inbound/outbound calls in-order to identify and/or close a sales opportunity.Participate in regular reviews, lessons learned and other retrospectives to ensure personalized approaches continue to meet plan member needs and expectationsWill keep an eye on competitive intelligence through research and continue to identify emerging needs and seek out direction from appropriate resourcesProvide consistent feedback to leadership on opportunities for learning, works closely with 1st line compliance to ensure provincial requirements are adhered toOther duties as assigned which may involve some or all the following: staff meetings, product seminars/training, meeting all federal and provincial requirements as they pertain to insurance regulations etc., in support of strategic department and firm initiativesWhat you will bringPost-secondary degree or equivalent work experience2 – 5 years deep product knowledge of the Life and Health, Group Retirement Services and personalized products and services to present solutions with confidence that meet member needsMinimum of 5 years successfully working in sales/advisor team with experience in a sales environmentValid life insurance license (LLQP). If you do not currently have one, will be required to obtain within three months of hire. When licensed, will facilitate sale of product and service positioningWorking towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP), Certified Employee Benefits Specialist (CEBS), Certified Health Specialist (CHS)Positive, customer-oriented attitudePassion for financial advice and solutionsSuperior communications skillsProven ability to sustain and flourish in an ambiguous or unchartered area; must be comfortable with uncertainty and constant changeExcellent organization, prioritization and planning skills requiredAvailability for shifts between 8 a.m. – 8 p.m. EST, with potential for rotation onto Saturday shifts required in the futureBe your best at Canada Life- Apply todayWe 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 *LI-KL1