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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Claims Specialist - Bilingual

Reports to: Claims Manager
Location: Toronto

Job Description :
The Bilingual Claims Specialist will set up claims on internal system, act as a key contact point for claims in the process, coordinate and balance the interests of all parties involved and ensures timely progression through the claim process.

Duties will include:
  • Process claims submitted by the claimant and review claim forms
  • Request and follow-up on medical records
  • Provide follow ups with agents, claimants, adjudicators and 3rd parties
  • Provide business partners with required claims documentation
  • Request payments
  • Forward decision letters to claimants with settlement documentation
  • Provide support to the Claims Adjudication team

Knowledge/Experience/Skills:
  • Fluent in French and English is required
  • Post-secondary degree or equivalent knowledge/experience
  • 2 years’ experience of life insurance claims process
  • Good knowledge of medical terms
  • ALHC and/or FLMI designation is preferred
  • Strong communication skills and customer service orientated with a strong sense of empathy
  • Organized and deadline orientated
  • Able to work independently and within a team

APPLY NOW!

Compliance Specialist - Bilingual

Reports to: VP, Compliance

Duties will include:
  • Complete compliance risk assessments to identify vulnerabilities and implement appropriate corrective and follow-up actions
  • Work with colleagues to develop and implement changes to policies, procedures and programs that will serve to improve the organization’s compliance efforts
  • Support the development of processes, tools and resources to support compliance initiatives that align with corporate goals and objectives
  • Collaborate with other departments to direct compliance issues to appropriate existing channels for investigation and resolution
  • Identify potential areas of compliance vulnerability and risk
  • Keep abreast of regulatory developments within or outside of the company as well as evolving best practices in compliance control in the insurance industry
  • Prepare reports for senior management and external regulatory bodies as appropriate and needed
  • Institute and maintain an effective compliance communication program for the organization
  • Work directly with internal and external sales partners to provide compliance support
  • Additional duties as required

Knowledge/Experience/Skills:
  • 2 years demonstrated success in a compliance or Legal role in the life insurance industry
  • Experience working with front line sales brokers
  • Must have Canada wide regulatory knowledge with a demonstrated understanding of regulatory requirements and ability to analyze and interpret legislation related to life insurance and annuity business
  • Strong interpersonal, team and customer service skills to be able to interact and build relationships with all levels of staff including senior management
  • Presentation and training skills
  • Offers creative, innovative solutions and advice on compliance issues to satisfy stakeholder deliverables while maintaining the highest standards of market conduct and compliance
  • Strong analytical skills with a proven ability to collect interpret and analyze data to identify and assess potential or existing compliance issues
  • Highly proactive attitude and use of initiative and independent judgement
  • Quebec regulatory knowledge would be an asset
  • Must be in their current role for a minimum of 12 months and satisfactory performance
  • Bilingual (French) is a must

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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

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Inside Sales Representative

Reports to: Inside Sales Manager
Location: Toronto

Job Summary:
The Inside wholesaler is primarily responsible for proactively contacting both existing and new prospects within all the distribution channels to promote the Canada Protection Plan product offering. They work closely, and in direct support of the Regional Vice President (RVP).

Accountabilities include:
  • Collaborate with the RVP through dedicated telephone activity, to support and enhance the sales efforts and the development of long-term relationships with financial advisors
  • Work in partnerships with the RVP to develop a territory business plan
  • Use their in-depth knowledge of life insurance products and concepts, along with their interpersonal skills to increase sales and build long-term relationships
  • Actively generate and develop new business relationships through prospecting calls
  • Support the RVP by promptly following up on meetings and events
  • Create email blasts with pertinent marketing and product information
  • Populate the CRM system with all the information retrieved during phone calls and meetings
  • Assist RVP in the segmentation of the client database
  • Actively share sales ideas with colleagues and support team initiatives
  • Be involved in special projects as needed
  • Other duties as required

Knowledge/Experience/Skills:
  • Bachelor’s degree in a field such as Commerce, Finance, Business Administration, Economics • CFP and/or LLQP
  • Cold-calling background is a significant asset
  • Excellent communication and presentation skills
  • Pro-active and self-motivated
  • A minimum 2 years’ experience in inside sales
  • Varied work schedule including evenings and weekends is required
  • Must be in their current role for a minimum of 12 months and satisfactory performance

APPLY NOW!

VP, Sales, Western Canada

Reports to: Chief Distribution Officer
Location: Alberta or British Columbia

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 Western Canada (AB, BC, MB, SK)
  • 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

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

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Inforce Manager - Bilingual

Reports to: Senior Operations Manager
Location: Toronto

Job Description:
The Bilingual Inforce Manager is responsible for the strategic direction and leadership for the following teams: Customer Service, Admin Support and Claims.

Duties will include:
  • Responsible for the management and organization of the day-to-day work within the team
  • Maintain high standards of service in the team
  • Ensure all KPI (Key Performance Indicators) and SLAs (Service Level Agreement) are met within the team
  • Challenge current processes to identify, recommend and implement improvements
  • Work with Technical lead and ensure that customer inquiries are dealt with and escalations are handled timely
  • Manage the teams using best practice to improve satisfaction and reduce costs
  • Motivate, develop, coach, train, and formally appraise employees to set performance standards, recognize achievement and deal with performance issues
  • Contribute to team morale and employee relations through a positive interaction with the team members
  • Maintain strong relationships with key accounts and high-profile brokers
  • Monitor departmental performance reports and provide feedback to Senior Management
  • Additional duties as required

Knowledge/Experience/Skills:
  • 5-10 years’ experience in a supervisory role within the life insurance industry
  • Post-Secondary diploma or degree, LOMA Designation is an asset
  • Effective leadership skills, with a strong focus on operations and interpersonal skills
  • High level of integrity, confidentially, and accountability
  • Sound analytical thinking, planning, prioritization, and execution skills
  • A well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills
  • Able to work under pressure, in a fast-growing environment
  • Knowledge and experience in individual life claim is an asset
  • Bilingual (French & English)

APPLY NOW!

Senior Claims Adjudicator - Bilingual

Reports to: Claims Manager

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!

Claims Manager - Bilingual

Reports to: Senior Operations Manager
Location: Toronto

Job Description:
Reporting to the Senior Manager Operations, the Claims Manager ensures the efficiency of the life claims operations, by providing timely and accurate claims service in both official languages, in a cost-effective manner, and in accordance with business practices and procedures.

Duties will include:
  • Providing management and adjudication oversight to individual life claims for non-medical life and term products
  • Handling escalated communications with beneficiaries and their representatives
  • Reviewing claims trends and generating continuous improvement opportunities
  • Serving as key liaison with the Underwriter
  • Acting as a key contributor on various claim processes and provide coaching to team
  • Ensuring compliance to policies and service standards
  • Provide monthly/weekly claims reports

Knowledge/Experience/Skills:
  • Fluent in French and English
  • College/University diploma and 5 years of related experience (Minimum 2 years in management)
  • Extensive knowledge of Canadian Life insurance products and applicable insurance laws in a claims environment
  • Exceptional verbal and written communication skills
  • Critical thinking, customer service skills, time management, problem solving, decision-making, interpersonal skills and adaptability/flexibility
  • Proven team player with a high level of professionalism and integrity

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.