New Business Specialist - Halifax - 12 Month Contract
Canada LifeHalifax, Nova Scotia, Canada
Posted December 23, 2025
41400 - 61600 CAD year
Full Time
About the Company
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.
Job Description
New Business Specialist responsible for end-to-end case management of life new business applications, ensuring SLAs are met and communicating with advisors and insurance carrier partners.
Requirements
- Provide case management to assigned advisor ensuring SLAs are met
- Critically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues
- Order all medical requirements depending on the circumstances of the case
- Regularly and timely follow up regarding pending business cases
- Maintain regular communication between carriers and advisors throughout underwriting process to completion
- Ensure advisors receive clear and consistent communication regarding pending cases
- Work extensively with back office systems, WealthServ, as well as insurance carrier websites
- Update and maintain WealthServ system with current information at all times
- Responsible for maintaining an organized filing system for easy referral and retrieval
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Tuition Reimbursement
