Insurance Operations Clerk

WHO WE ARE

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.

THE ROLE

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.

QUALIFICATIONS NEEDED

Education, Certifications and Licenses

College Diploma or certificate in Business Administration or a related field

Experience

In office administration practices and procedures
In a call center environment
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
Client focus, organizational knowledge, communication, innovation, teamwork and leadership (our shared competencies).

Competencies, Skills and Abilities

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

LANGUAGE REQUIREMENTS

Bilingual Essential

Reading: Functional

Writing: Advanced

Oral: Advanced

BENEFITS AVAILABLE

Health Benefits: Drug coverage, 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.

OTHER INFORMATION

SISIP Financial operates 22 branches across Canada offering guidance and expertise by certified financial planners to assist CAF members and their families with their short and long-term financial goals. SISIP Financial provides a holistic approach to financial planning, investing, insurance and counselling services to the Canadian military community.

• This is an on-site position.
• The selection process will be done virtually.
• Relocation benefits will not be provided.

START DATE

September 1 2023

INCLUSION AND ACCOMMODATION

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.