New Business Technician (Bilingual)

In this role, you will be responsible for completing all system updates and investigation after underwriting is complete on a new business application. This is a highly technical role which requires individuals to complete new business transactions in an accurate and timelymanner. Individuals in this role will be considered the system andprocessing experts. This role is hybrid from the Montreal office. 


What you will do:

• Accurately processing new business transactions with thegoal of meeting or exceeding service standards on a regularbasis
• Updating the administration system(s) to ensure the correctcontract is produced.
• Placing of policies, receipt of funds, verifying signaturerequirements in the administration system and completing postdecision tasks in Aura and Compass
• Reissue requests on policy contracts
• Responsible for processing post underwriting decision transactions for Life, Critical Illness and/or Disability applications
• Creating or replacing new documents to create accurate contract packages
• Investigation of outstanding placing requirements at predetermined intervals
• Processing payments
• Updates to Client Information System
• Manage closing out of pending and issued files withoutstanding requirements
• Process requests for optional policies
• Creating client letters

 What you will bring:

• Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking needs.
• Excellent written and verbal communication skills
• Attention to detail and a high degree of accuracy
• Ability to work independently and handle multiple tasks andresponsibilities
• Strong time management and prioritization skills
• Strong decision making and problem solving skills
• Shows initiative
• Excellent team player
• Change adaptive
• Ability to work in a fast paced environment
• Sound working knowledge of Windows, Microsoft Word, Excel,Outlook

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The base salary for this position is between $50,900 - $76,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• 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.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted. 


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