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calculation clerk - insurance
Title posted on Jobillico - Insurance Operations Clerk
Posted on November 06, 2024 by Employer details Canadian Forces Morale and Welfare Services - CFMWS
Job details
<strong>WHO WE ARE</strong><p><span>CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and banking discounts and customized financial services. At Canadian Forces Morale and Welfare Services (CFMWS), we love what we do. And we live it too.</span></p><strong>SISIP FINANCIAL</strong><p><span>A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members? financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.</span></p> <p><span>SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.</span></p><strong>THE ROLE</strong><p><span>As Insurance Operations Clerk, you will log applications, forms and documents in the Customer Relationship Management (CRM) database, provide information to clients and SISIP Financial branch staff regarding pay allotments, Long Term Disability (LTD) and Insurance products, coverage eligibility and named beneficiaries. </span></p> <p><span>You will review, approve and process life insurance application forms and documentation in accordance with financial and medical guidelines and operating procedures, and process and compile Long Term Disability (LTD) claims for Canadian Armed Forces (CAF) regular and reserve members, in accordance with SISIP Financial standard operating procedures. In addition, you will liaise with clients to advise them of any deficiencies or discrepancies in completed forms and obtain additional medical records from clients or medical services, as required. </span></p><strong>QUALIFICATIONS</strong><p><span><strong><span>Education, Certifications and Licenses</span></strong><span> </span></span></p> <p><span>College Diploma or certificate in Business Administration or a related field </span></p> <p><span><strong><span>Experience</span></strong><span> </span></span></p> <p><span>In office administration practices and procedures </span></p> <p><span>In a call center environment </span></p> <p><span>In filing systems </span></p> <p><span>In data entry, record-keeping, data retrieval and creating reports </span></p> <p><span>In proofreading and auditing records/files </span></p> <p><span>In drafting correspondence </span></p> <p><span>In scanning documents </span></p> <p><span>In indexing documents </span></p> <p><span><strong><span>Competencies</span></strong><span> </span></span></p> <p><span><span>Client </span><span>focus, </span><span>organizational </span><span>knowledge, </span><span>communication, innovation, teamwork and leadership.</span><span> </span></span></p><strong>RESPONSIBILITIES</strong><p><span>Log applications, forms and documents in the Customer Relationship Management (CRM) database. </span></p> <p><span>Review, approve and process life insurance application forms and documentation in accordance with financial and medical guidelines and operating procedures. </span></p> <p><span>Provide information to clients and SISIP Financial branch staff regarding pay allotments, Long Term Disability (LTD) and Insura- LocationOttawa, ON
- Workplace information On site
- Salary$22.85 to $31.43HOUR hourly
- Terms of employment Term or contractFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Jobillico #14799077
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