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Case Administrator (6 month contract)
Job Type: Full Time
Location: Toronto, ON, CANADA;
Job Category: Administrative and Clerical ; Office Administration, Administrative and Clerical ; Other Administrative and Clerical Jobs, Insurance ; Other Insurance Jobs
Job Industry: Financial Services and Banking, Insurance
Job Career Level: Experienced
Year(s) of Experience: 3
Date Posted: Jan 7, 2013
Position Overview:

The Case Administrator is responsible to providing administrative and clerical support to a team of Case Co-ordinators and Underwriters in the New Business department in Toronto. This includes the processing of new business applications and acting as a back-up to the Case Coordinator in building relationships with Canada Life’s distribution group.


  • Sorting incoming mail faxes and emails from associates, vendors, underwriters, etc.
  • Data entry – Keying data to build electronic case using the New Business Online system.
  • Entering banking information on the system.
  • Scanning and index application.
  • Assist underwriters and case coordinators in providing pre-underwriting assessment.
  • Completion of pre-administrative underwriting using the New Business Underwriting system.
  • Evaluating, determining, following-up and tracking of requirements.
  • Sending appropriate files to case coordinators for follow-up and confirmation.
  • Ordering, tracking and issuing policies.
  • Provide back-up for case coordinators.

Qualifications and Competencies:

·         Post secondary education an asset (minimum High School graduate).
·         2-3 years of experience in the insurance or financial services industry.
·         Strong attention to detail.
·         Excellent verbal and written communication skills.
·         Well developed time management and prioritization skills.
·         Proven ability to handle multiple tasks, and be attentive to details.
·         Knowledge of individual mainframe systems and data entry functions (NBUW, imaging system, mainframe, Ingenium, DBE, etc.)
·         Windows 95, Microsoft WORD, EXCEL, OUTLOOK, Internet.
·         Strong computer and technical skills.
·         Completion of LOMA courses an asset.
·         Experience in Individual Insurance operations a strong asset.
·         Strong team player with initiative, problem-solving and organizational skills.

Interested candidates are encouraged to apply by Friday, January 18, 2013. 
We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We will contact you if you are selected for an interview.

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