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New Business Specialist - 12 Month Contract

Description: Temporary Full Time

As one of Canada's leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right timefor them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and servesthe financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

Financial Horizons continues to operate independently in the marketplace.

The New Business Specialist – Case Manager is responsible for the end-to-end case management of life new business applications. This role ensures that all requirements are met for underwriting of the new policy, and performs regular follows up throughout the process with insurance carrier partners.

This role is a 12 month contract position.

What you will do

Provide case management to the assigned advisor ensuring that SLAs (Service Level Agreements) are met

Critically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues in order to promote an efficient new business process

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, Wealth Serv, as well as insurance carrier websites

Update and maintain Wealth Serv system with current information at all times

Responsible for maintaining an organized filing system for easy referral and retrieval





Work is carried out with some latitude to decide when and how work is completed

Results directly contribute to the performance of the team

Communicate effectively with colleagues and advisors

Liaison between the advisor and insurance carrier

The position requires no direct supervision or coordination of employees, but may occasionally assist other employees by providing them with information

What you will bring

Possesses specialized knowledge of insurance case management

Minimum of 1 year experience in the insurance and financial services industry

Proven experience in Microsoft Office applications

Knowledge of Wealth Serv an asset

Completion of Post-Secondary School, or equivalent

Detail-oriented maintaining accuracy and consistency

Excellent organizational and time management skills

Robust interpersonal and communication skills. Communicates effectively (internally and externally)

Customer service mindset

Demonstrated flexibility and adaptability to work in an ever-changing environment

The base salary for this position is between $41, 100 - $68,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We'reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians.



Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We'relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact?

Then we want to hear from you!

What we offer:

We're committed to supporting our employees through every stage of their career. Here's what you can expect as a full-time or part-time permanent team member:

Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.

Health & Wellness: Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.
Financial Security: Company-matching pension plan,share ownership program andadditionalinvestment options.

Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!

Emphasis on Community: We provide aworkplace whereemployeesfeel connected and supported through Employee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We're committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected] . All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted

Location: Winnipeg Manitoba, MB, CA, R3C 3Z5 Edmonton Alberta, AB, CA, T6A 0L4 Saskatoon Saskatchewan, SK, CA, S7T 0J1 Vancouver British Columbia, British Columbia, CA, V6E 4H1

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📌 New Business Specialist - 12 Month Contract (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg