Insurance Operations Clerk

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.

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.

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.

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.

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.

Education, Certifications and Licenses

College Diploma or certificate in Business Administration or a related field

Experience

In office administration practices and procedures

In filing systems

In data entry, record-keeping, data retrieval and creating reports

In proofreading and auditing records/files

In drafting correspondence

In scanning documents

In indexing documents

Competencies

Client focus, organizational knowledge, communication, innovation, teamwork and leadership.

Log applications, forms and documents in the Customer Relationship Management (CRM) database.

Review, approve and process life insurance application forms and documentation in accordance with financial and medical guidelines and operating procedures.

Provide information to clients and SISIP Financial branch staff regarding pay allotments, Long Term Disability (LTD) and Insurance products, coverage eligibility and named beneficiaries.

Review insurance applications and verify insurance coverage, premium calculations, and other insurance information to ensure accuracy.

Liaise with clients to advise them of any deficiencies or discrepancies in completed forms.

Liaise with the insurer regarding medical and technical information outside of the general operating instructions.

Language Requirement:

Bilingual (English and French) Essential

Reading: Functional

Writing: Advanced

Oral: Advanced

Start Date: October 28, 2024

This is a hybrid position with an assigned work location allowing the employee to work partly from a corporate office and partly from a home office in accordance with the CFMWS Flexible Work Options Policy, and with approval from the direct manager.

Relocation benefits will not be provided.

The selection process will be done virtually.

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance, disability insurance and accidental death and dismemberment coverage.

Work Life Balance: A wide range of paid/unpaid leave, including paid vacation, family related leave and personal days.

Retirement Planning: A Defined Benefit Pension Plan and Group Savings Plans.

Learning and Development: Tuition Assistance Program and Advanced Learning Program, payment of professional association memberships, online learning opportunities and second language training.

Perks: Discounts through CF One Member Appreciation.

CFMWS is committed to providing an inclusive, equitable and accessible environment, where all employees feel valued, respected and supported. We welcome applications from all qualified candidates who can help us build a workforce that reflects the diversity of Canadian society. Workplace accommodation measures are available to all candidates identifying a need during the selection process.