Director of Client Services growing tax - firm business through prospect development, consultative selling, and client expansion. Supporting Principals across service lines and traveling 50%+.
About the role
- Medical underwriting client service specialist reviewing applications and coordinating carriers for People Corporation, a Canadian benefits and HR solutions provider. Maintaining accurate records and delivering client service.
Responsibilities
- Provide day-to-day management of medical underwriting requests and the ongoing general administration and maintenance of group client activities.
- Assess applications according to established underwriting guidelines.
- Submit applications to insurance carriers and track progress.
- Gather, analyze, and verify medical and application information.
- Interact with clients, plan members and internal stakeholders to provide information in response to inquiries.
- Maintain internal systems to accurately reflect medical underwriting decisions.
- Provide support to internal teams with applicants requiring medical underwriting.
- Act as a liaison between employers, employees, advisors, and carriers.
- Follow up on outstanding underwriting requirements and decisions.
- Maintain security and confidentiality of client information.
- Contribute to process improvements and service excellence initiatives.
Requirements
- 2+ years of professional experience in the group benefits industry, including exposure to medical underwriting principles and practices.
- 2+ years of professional experience working in a client focused environment with a commitment to service excellence
- Completion of post-secondary education in a relevant field
- To bring a positive and professional attitude that encourages collaboration and relationship building
- To demonstrate strong conflict resolution skills, driving timely and effective outcomes
- Excellent communication skills, both written and verbal
- The ability to multi-task and prioritize to meet client and internal needs
- The ability to exercise sound judgment while taking a proactive and resourceful approach to problem-solving.
- Strong attention to detail with the ability to maintain accurate records and handle confidential information with discretion.
- Fluency in both French & English would be considered an asset
Benefits
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
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