Client Care Specialist, Life Insurance

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.

Make an impact with our Life Insurance team as a Client Care Specialist. This diverse team of specialized Life Insurance professionals supports MNP's insurance's underwriting and policy implementation operations. As a trusted advisor, you’ll be providing administrative support to a dynamic team of Life Insurance Advisors, processing and managing applications, engaging in direct discussions, scheduling meetings with clients, addressing policy inquiries, and following up with medical providers.

MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

Key Responsibilities:

• Prepare insurance carrier illustrations, proposals, applications and other policy-related documents for clients.
• Place order for all necessary insurance policy underwriting requirements.
• Submit life, disability and critical illness insurance applications to insurance companies.
• Proactively follow up on all pending cases to ensure company service standards are met.
• Ensure that all policy issuance and settlement processing steps are carried out in a timely and compliant manner.
• Provide Advisors with updates on ongoing policy cases.
• Identify potential concerns/issues and assist Advisors with solutions.
• Provide quotations for proposed policy changes.
• Respond to client calls and answer queries relating to coverage and billing.
• Resolve issues regarding client premiums, account reconciliation, and other issues as they arise.
• Maintain hardcopy and electronic client files.
• Provide backup to team members during periods of absence.
• Prepare annual commission report for auditors.
• Perform other related duties and special projects, as required.

Administrative Duties

• Maintain and update the filing system, including ensuring all documents and paperwork are filed and logged accordingly in the system.
• Log existing and terminated client files.
• Other administrative duties such as printing, photocopying and scanning of documents.

Candidate Qualifications

• 3-5 years of administrative experience in the life insurance industry
• Advance knowledge of life insurance terminology and products
• Experience with insurance carriers’ products, software and websites
• Advanced proficiency in Microsoft Office Program: Excel, Word, PowerPoint and Outlook
• Proven accurate data entry skills and attention to detail
• Excellent organizational and effective time management skills
• Critical thinking
• Ability to work independently while being committed to functioning as a team player
• Professional interpersonal and communication skills, both verbal and written
• Ability to multi-task in a fast-paced and challenging environment

Skill Sets Required

• Effective verbal and written communication skills
• Excellent organizational and time management abilities
• Self-motivation with ability to problem-solve with limited supervision
• Flexibility to work in a fast-paced and dynamic environment with changing priorities
• Ability to work independently and as a team member
• Accurate data entry skills with a strong attention to detail
• Other administrative duties such as printing, photocopying and scanning of documents

MyRewards@MNP

With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!

Diversity@MNP

We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!