Temporary Full TimeAs 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 recent policy, and performs regular follows up throughout the process with insurance carrier partners.This role is a 12 month contract position.What You Will DoProvide case management to the assigned advisor ensuring that SLAs (Service Level Agreements) are metCritically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues in order to promote an efficient new business processOrder all medical requirements depending on the circumstances of the caseRegularly and timely follow up regarding pending business casesMaintain regular communication between carriers and advisors throughout underwriting process to completionEnsure advisors receive clear and consistent communication regarding pending casesWork extensively with back office systems, WealthServ,



as well as insurance carrier websitesUpdate and maintain WealthServ system with current information at all timesResponsible for maintaining an organized filing system for easy referral and retrievalWork is carried out with some latitude to decide when and how work is completedResults directly contribute to the performance of the teamCommunicate effectively with colleagues and advisorsLiaison between the advisor and insurance carrierThe position requires no direct supervision or coordination of employees, but may occasionally assist other employees by providing them with informationWhat You Will BringPossesses specialized knowledge of insurance case managementMinimum of 1 year experience in the insurance and financial services industryProven experience in Microsoft Office applicationsKnowledge of WealthServ an assetCompletion of Post-Secondary School, or equivalentDetail-oriented maintaining accuracy and consistencyExcellent organizational and time management skillsStrong interpersonal and communication skills. Communicates effectively (internally and externally)Customer service mindsetDemonstrated flexibility and adaptability to work in an ever-changing environmentThe base salary for this position is between$41, 100 - $68,400annually. 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 LifeWe’re united by a shared purpose: to improve the financial,



physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and 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 offerWe’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 annually towards education 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 and personal days, we support community involvement with a volunteer day.Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.Learn more about 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 handled in accordance with applicable laws and Canada Life policies.Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.#J-18808-Ljbffr

📌 New Business Specialist (Winnipeg)
🏢 Financial Horizons
📍 Winnipeg