Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry?

Would you like to make a difference with the customers we serve?
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We are driven to excel and our employees reflect this passion. Our company values include shared collaboration, career development and a friendly and open work environment. Canada Protection Plan offers this and more.
We are looking for talented individuals, experienced or recent graduates who want to be part of a dynamic team.

Employees Enjoy:

  • Employee benefits including medical, dental, life insurance for you and your dependants
  • Retirement saving matching (Group RRSP)
  • Corporate rate gym membership
  • Referral program
  • FREE parking
  • Family oriented work environment
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Regional Sales Director – WFG, Ontario

Reports to: Chief Distribution Officer

Overview:
The Regional Sales Director is responsible for achieving agreed upon sales targets within the WFG channel by building relationships and supporting sales activity in their designated block of business.

70% of this role requires working in the evening and on weekends

Duties will include:
  • Manage a defined territory to generate sales
  • Lead by actively prospecting for new sales, establishing and strengthening long lasting relationships and servicing existing clients
  • Promote Canada Protection Plan insurance solutions through presentations, seminars and other approaches
  • Provide superior service to ensure positive experiences at all times
  • Able to generate sales, make the right connections, build relationships, sell our solutions, and support implementation and ongoing services
  • Build and execute an annual and in-year sales plans to deliver expected results
  • Identify marketing and sales opportunities and best approaches to close sales
  • Develop and provide regular sales and product training seminars
  • Be the primary contact for escalated support for WFG
  • Be compliant with current insurance laws, regulations and best practices
  • Other duties as required

Knowledge/Experience/Skills:
  • Thorough understanding of life insurance business and products
  • Skillful communicator and superior presentation skills
  • LLQP certification
  • High level of integrity
  • Effective interpersonal skills

APPLY NOW!

Billing Assistant - Bilingual

Reports to: Team Leader, Billing
Location: Toronto

Duties will include:
  • Generate and send billing notices, overdue notices and lapse notices
  • Handle PAC rejects, declined credit payments and returned payments
  • Generate, review and process client letters
  • Work with accounting to resolve premium problems
  • Generate correspondence with brokers
  • Handle reoccurring credit payments on Moneris
  • Manage suspense accounts
  • Handle correspondence for automatic loans
  • Handle automatic surrender of policy
  • Other duties as assigned

Knowledge/Experience/Skills:
  • Strong Microsoft excel skills
  • Strong analytical and problem-solving skills
  • Strong negotiation skills
  • Attention to detail orientated
  • Ability to work on deadlines in a fast paced environment
  • Able to work independently and within a team
  • Able to adjust to change due to business demands

APPLY NOW!

Contracting Administrator - Bilingual

Reports to: Team Leader, Broker Services
Location: Toronto

Duties will include:
  • Process broker contracts in a timely fashion and assess for suitability
  • Perform compliance checks on brokers as needed
  • Maintain thorough and accurate broker records on back office systems
  • Work with internal teams to ensure the timely processing of client applications
  • Facilitate business transfers between agents and MGAs
  • Issue broker CE Credits as needed and send to MGAs/event coordinators
  • Send product orders (apps, marketing materials) to MGAs/Broker as needed
  • Assist Broker Services team with additional projects as required
  • Additional duties as required

Knowledge/Experience/Skills:
  • Strong knowledge of life insurance products
  • Attention to detail and accuracy
  • Results orientated with a sense of urgency
  • Strong team building and organizational skills
  • LOMA designation an asset
  • French and English is a must

APPLY NOW!

Regional Sales Director – Vancouver, BC

Reports to: VP, Sales – Western Canada

Job Description :
The Regional Sales Director is responsible for building relationships and supporting sales to achieve agreed upon targets in their designated block of business within the MGA channel.

Duties will include:
  • Manage a defined territory to generate sales and develop new business
  • Lead by actively prospecting for new sales, as well as establishing long lasting relationships and servicing existing clients
  • Promote products through presentations, seminars and other approaches
  • Provide superior service to ensure positive experiences at all times
  • Able to generate sales, make the right connections, build relationships, sell our solutions, and support implementation and ongoing services
  • Build and execute a sales plan to deliver expected results
  • Identify marketing and sales opportunities and best approaches to close sales
  • Develop and provide regular sales and product training seminars
  • Be the primary contact for escalated support for distributors
  • Other duties as required

Knowledge/Experience/Skills:
  • Thorough understanding of life insurance business and products
  • Skillful communicator and superior presentation skills
  • LLQP certification
  • High level of integrity
  • Effective interpersonal skills
  • Multilingual an asset (Mandarin, Filipino, Punjabi, Hindi, etc.)

The hours of work for this role will include evenings and weekends.

APPLY NOW!

Claims Administrator - Bilingual

Reports to: Senior Inforce Manager
Location: Toronto

Job Description :
As a claims administrator, you will be responsible for being the main point of contact for the claimant and managing their claim from beginning to end. The Bilingual Claims Administrator also works in support of the Adjudicator.

Duties will include:
  • Process claims submitted by the claimant
  • Review claim forms
  • Request and follow-up on medical records
  • Respond to phone inquiries from Agents and Claimants
  • Provide business partners with required claims documentation
  • Request payments
  • Forward decision letters to claimants with settlement documentation
  • Provide support to the Adjudicator

Knowledge/Experience/Skills:
  • Fluent in French and English required
  • Post-secondary degree or equivalent knowledge/experience
  • 2 years’ experience in Life Insurance, preferable in claims
  • ALHC and/or FLMI preferred
  • Strong analytical and problem-solving skills
  • Strong negotiation skills
  • Deadline orientated
  • Able to work independently and within a team

APPLY NOW!

Underwriter - Bilingual

Reports to: Director of Underwriting
Location: Toronto

Job Description :
The Bilingual Underwriter will review and assess the mortality risk of life insurance applicants, providing decisions based on accepted underwriting principles and the company’s underwriting guidelines.

Duties will include:
  • Review and assess the risk of life insurance applicants
  • Review and analyze medical and personal information in a timely manner to classify risk and determine eligibility
  • Provide decisions based on generally accepted underwriting principles and the company’s underwriting guidelines
  • Respond to email and phone inquiries
  • Provide field training and conduct presentations for advisors/brokers
  • Additional responsibilities as required

Knowledge/Experience/Skills:
  • Minimum 2-3 years of underwriting experience (life insurance preferred)
  • Must have excellent French and English written and verbal skills
  • Strong knowledge of life insurance (ALU and/or LOMA courses are an asset)
  • Proven analytical and decision-making skills
  • Dynamic presentation skills
  • Team player and superior organizational skills
  • Customer service oriented

APPLY NOW!

Receptionist - Bilingual

Reports to: Inforce Manager
Location: Toronto

Duties will include:
  • Present a positive and professional image of the organization to all visitors, suppliers, inquiries, and other interactions
  • Appropriately answer and transfer incoming telephone calls to the correct department
  • Manage and maintain the reception area
  • Accurately and within a timely manner, log incoming applications
  • Assist with the preparation of various forms of correspondence
  • Manage the boardrooms reservations
  • Prepare, accept and monitor inbound shipments as necessary
  • Assist with office maintenance duties
  • Provide back-up to the administration team
  • Additional duties as required

Knowledge/Experience/Skills:
  • Fluent in French and English is required
  • Strong knowledge of Microsoft Office including Word, Excel, PowerPoint and Outlook
  • Exceptional organizational skills
  • Pleasant and very professional
  • Customer service mindset and ability to work under pressure
  • Detail orientated and highly accurate

APPLY NOW!

VP, Sales, Eastern Canada - Bilingual

Reports to: Chief Distribution Officer
Location: Toronto or Montreal

Duties will include:
  • Contribute to the development and execution of the annual sales plan
  • Build and execute regional, channel and in-year plans
  • Develop and lead programs to drive achievement of sales and other company targets, including annual growth objectives
  • Lead, develop and mentor Regional Vice Presidents in Eastern Canada
  • Establish, maintain and nurture relationships with distributors
  • Promote products, concepts and tools to the identified target market consistent with the company’s goals and initiatives
  • Lead sales team efforts to ensure advisors have the required knowledge and background to effectively provide suitable, appropriate recommendations to clients
  • Help develop and support the implementation of compliance policies and procedures, reviews, and training programs to ensure adherence to regulatory and compliance requirements
  • Plan and conduct regular Branch/MGA visits to assess customer needs and satisfaction
  • Identify, plan and, through collaboration with other departments, implement programs to meet or exceed customer and expectations and contribute to a high level of customer satisfaction
  • Identify continuous improvement opportunities
  • Additional duties as required

Knowledge/Experience/Skills:
  • Minimum of 10 years’ experience in a senior leadership sales role within the life insurance industry
  • Good knowledge of compliance and regulatory requirements
  • Good knowledge of financial products and services
  • Good knowledge of insurance sector
  • Strategic thinking and analytical experience preferred
  • Experienced team leadership and people management / development skills
  • Availability for travelling
  • Very strong interpersonal relationship skills
  • Strong diplomatic negotiation skills
  • Proactive sales management
  • Excellent oral and written communication skills
  • Thorough understanding of life insurance business and products
  • Superior presentation skills
  • LLQP certification
  • CFP, CLU or CHS designation
  • Bilingual in French and English

APPLY NOW!

Client Support Representative Level 1 - Bilingual

Reports to: Team Lead
Location: Toronto

Duties will include:
  • Provide excellent customer service to clients and brokers via Phone and e-mail
  • Take Inbound calls and make out outbound calls at established work time level (80% of work time)
  • Process all assigned transactions within the acceptable service level parameters, such as:
    • Handle payments and banking changes
    • Handle simple policy changes and policy inquiries
    • Conduct regular follow ups
  • Resolve basic customer service problems, take ownership of situations and provide corrective action
  • Other duties as required

Knowledge/Experience/Skills:
  • Excellent customer service skills demonstrating patience and empathy
  • Excellent Phone skills
  • Demonstrated product knowledge within scope of duties
  • Detail orientation
  • Proven ability to meet deadlines and to work under the pressures of multi-tasking
  • Team oriented attitude
  • Call center experience or customer service experience within the financial services industry is an asset
  • LOMA Level I completed is an asset

APPLY NOW!

Senior Claims Adjudicator - Bilingual

Reports to: Claims Manager
Location: Toronto

Job Description:
As a Member of the Claims Service team this position is responsible for the assessment and payment of death claims while adhering to all regulatory and policy contract provisions.

Duties will include:
  • Responsible for the adjudication of death claims: collects and reviews all relevant information to determine legitimacy, eligibility and benefit amount payable
  • Performs all required calculations and ensures all activities are in compliance with legal and TPA client’s standards
  • Communicates verbal and written information as appropriate to those with a need to know. Ensures information is clear, accurate and consistent with all legal, privacy, confidentiality and company standards
  • Follows through on all outstanding items in a timely basis as per service level agreements. Commitment to take ownership and to resolve client issues and concerns to the satisfaction of the client and business unit
  • Refers questionable/contentious claims to management and/or TPA client for evaluation as needed and provide recommendation for actions
  • Maintains and updates all applicable system records
  • Other duties as required

Knowledge/Experience/Skills:
  • Minimum 3 years’ experience in individual life insurance adjudication including the investigation and detailed reporting of life insurance claims
  • Demonstrated mathematical aptitude and strong data analysis skills with attention to detail and accuracy
  • Understanding of Canadian Life insurance products and applicable insurance laws
  • Good verbal and written communication skills to effectively communicate with internal and external customers/partners and vendors
  • Critical thinking, customer service skills, time management, problem solving, decision-making, interpersonal skills and adaptability/flexibility
  • Pursuing ALHC, FLMI or ACS
  • Must be able to work independently with little supervision in a team environment
  • French is a definite asset

APPLY NOW!

Insurance Verification Specialist - Bilingual

Reports to: Manager, New Business
Location: Toronto

Duties will include:
  • Make outbound calls and process new insurance applications in a timely manner ensuring accuracy of data entry and communication of information in order to facilitate a smooth transition for the client
  • Re-verify insurance eligibility and benefits for all clients on a standard schedule
  • Ensure all client records are accurate, complete, compliant, current, and managed
  • Complete other duties as assigned

Knowledge/Experience/Skills:
  • Strong communication skills, both written and oral in French and English
  • Excellent customer service skills demonstrating patience and empathy
  • Call center experience or customer service experience within the financial services industry is an asset
  • Demonstrated product knowledge within scope of duties
  • Detail oriented
  • Proven ability to meet deadlines and work under pressure
  • Team oriented attitude
  • Proactive and self-motivated
  • Enthusiastic team player with a positive attitude
  • Must be available to work a variety of shifts, including evenings and weekends

APPLY NOW!

Retention Specialist

Reports to: Vice President, Business Solutions & Operations
Location: Toronto

Duties will include:
  • Focus on conservation of existing policies—contact clients regarding premium overdue notices, NSFs, lapsed policies and cancellations
  • Accurate and timely processing of retention inquiries (inbound calls, mail and emails)
  • Identify cross-sell and up-sell opportunities and provide the information to sales team
  • Provide reporting, maintaining records, track successful retention
  • Provide front-line exceptional service and problem resolution to call center clients
  • Additional duties as required

Knowledge/Experience/Skills:
  • Excellent phone communication skills
  • Customer service oriented and sales driven
  • Life insurance sales experience or life insurance sales support experience is a must
  • A valid Ontario license is an asset
  • Team player with a positive attitude
  • Strong ability to handle multi-tasks
  • Problem solving ability
  • Familiarity with MS Office (Outlook, Word, and Excel)

APPLY NOW!

Case Manager - Bilingual

Reports to: New Business Manager
Location: Toronto

Duties will include:
  • Ordering and reviewing underwriting requirements, including Exams, Paramedicals, Supplemental Forms, and other medical requirements as per Underwriting
  • Maintaining and managing a high volume of follow-ups on a daily basis
  • Responsible for releasing (settling policies) policies to issue
  • Managing all pending issues in order to meet or exceed production targets
  • Conduct follow-ups via phone, emails and/or faxes on all outstanding requirements (Amendments, policy receipts, ensure policy is placed within specified timeframe)
  • Review and verify all applications and phone verifications for completeness and accuracy
  • Other duties as required

Knowledge/Experience/Skills:
  • Strong knowledge of life insurance products
  • Experience as a case manager or similar role is a must
  • Results orientated and the ability to learn quickly
  • Attention to detail and accuracy
  • Ability and willingness to support the team accomplish its team goals
  • Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment
  • Strong team building skills
  • LOMA designation an asset
  • Bilingual (French & English)

APPLY NOW!

Licenced Insurance Advisor - Bilingual

Reports to: Vice President of Business Solutions
Location: Montreal

Job Description:
Canada Protection Plan is looking to hire a full-time Licensed Insurance Advisor (LIA) for our Montreal call centre. LIAs will be provided with qualified leads and all of the tools, training and support to become successful.

Key Responsibilities:
  • Convert inbound phone calls and make outbound phone calls and meet the life insurance needs of our clients.

Knowledge/Experience/Skills:
  • Provincial Life and Accident & Sickness licenses, Licensed in Quebec a must
  • Fully Bilingual (French & English, written and oral)
  • Experience working in a call center (preferred)
  • Successful sales background
  • Able and willing to follow scripts and regulations
  • Ability to work independently and with a team
  • Post-secondary school graduate or equivalent

APPLY NOW!

Client Support Specialist Level 2 - Bilingual

Reports to: Manager, Inforce Services
Location: Toronto

Duties will include:
  • Provide excellent customer service to clients and brokers via Phone and e-mail
  • Take Inbound calls and make out outbound calls
  • Be able to handle all basic customer service transactions and handle escalations and questions from entry level team
  • Process complicated inquiries, transactions and policy changes within service level parameters such as:
    • Beneficiary changes, ownership changes, collateral assignments
    • Record power of attorney requests plus complete public guardian assignments
    • Handle Bankruptcy trustee inquiries
    • Process reinstatement
    • Policy cancellation and Cash Value Surrenders
    • Smoker changes
    • Rider changes
    • Term policy conversion inquires and changes
  • Provide job shadowing and training support as required
  • Other duties as required

Knowledge/Experience/Skills:
  • Excellent customer service skills demonstrating patience, diplomacy and empathy balancing the interests of the organization
  • Excellent phone skills
  • Knowledge and experience on complex life insurance policy changes and transactions
  • Demonstrated depth of product and business process knowledge within scope of duties
  • Detail orientation
  • Proven ability to meet deadlines and to work under the pressures of multi-tasking
  • Team oriented attitude and technical coaching experience an asset
  • Relevant call center experience or customer service experience within the financial services industry
  • LOMA courses beyond Level I pursued up to and including FLMI
  • French is a must

APPLY NOW!

New Business Administrator - Bilingual

Reports to: Manager, New Business
Location: Toronto

Duties will include:
  • Review and verify individual life insurance applications
  • Evaluate new and renewal applications to determine level of coverage and premiums using pre-set guidelines and other referencing materials
  • Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering
  • Communicate with brokers for outstanding requirements and other coverage options
  • Adjust premiums or coverage according to the underwriting guidelines as requested
  • Enter/edit application information with speed and accuracy
  • Scan and file of each application in to internal software systems
  • Process payments and balance for banking
  • Other duties as required by the business

Knowledge/Experience/Skills:
  • Excellent data entry skills
  • Typing speed of 60-70 wpm
  • Proficient in Microsoft Office applications
  • Strong team player
  • Able to multi task in a fast paced, high volume work environment
  • Demonstrated problem solving and analytical skills
  • Highly organized and efficient
  • Excellent customer service skills
  • Fluent in French and English (Written and Verbal)

APPLY NOW!

At Canada Protection Plan Inc. & TPA Outsourcing Inc., we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a diverse workforce and we are an equal opportunity employer.


If you require any accommodation, we will work with you to meet your needs.