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Senior Specialist, Client Services
Job Type: Full Time
Location: Toronto, ON, CANADA;
Job Category: Sales and Business Development ; Sales Support and Assistance, Insurance ; Insurance Account Management, Customer Service ; Customer Support and Service
Job Industry: Insurance, Financial Services and Banking
Job Career Level: Experienced
Date Posted: Apr 10, 2013
Reporting to a Manager, Client Service, this position is responsible for managing assigned cases, which are generally complex in scope from a plan administration perspective. This position will also be responsible for project managing the installation of plans for new clients including preparation of master applications, administration guides, training clients on administrative procedures including GroupNet as well as delivery of group meetings. Daily personal, telephone and written contact with clients and advisors is an integral part of this position.

You will be accountable for:
Working as part of the service team including the Account Manager and inside service support the incumbent will be:
·         Responsible for implementing, managing and maintaining Group Life and Health benefits plans for assigned policyholders including preparing new case applications and amendment applications
·         Participating in employee meetings including preparation of employee announcement bulletins
·         Reviewing contracts and employee booklets, including providing interpretation of contract wording to clients
·         Meeting with clients on a regular basis including to review administrative and claims procedures
·         Train clients on GroupNet, etc.
·         Deal directly with head office and claims offices on issues/problems with respect to assigned clients
·         Participate in presentations to potential clients
·         Responsible for project managing large implementations
·          Responsible for meeting the non-financial expectations of specific clients including administration inquiries and problem-solving
·         Obtain underwriting approval for routine plan changes and review with account manager; managing premium billing problems/issues including employee terminations, new employee additions, wage/salary changes, etc.
·         Train and mentor junior staff

Required Competencies and Behaviours:
· Experience with Group Life and health products
· Experience working with group systems and departments
· Strong customer service orientation
· Ability to work independently and set priorities
· Ability to solve problems and research information in order to determine appropriate decisions
· Excellent communication skills, both oral and written
· Presentation skills
· Team building skills
· Effective delegation and follow up skills
· Project management skills
· Preference will be given to applicants who have completed the Group Health and Life primer course and/or CEBS courses for the GBA designation.
· A valid driver’s license is required.

We are committed to employing a diverse workforce and encourage all qualified individuals to apply by April 26, 2013. We will contact you if you are selected for an interview.

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