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Senior Associate, Group Annuity

Req. #:  14177
Department: Customer Experience, Group Savings & Retirement - Group Annuity
Location: Montreal, QC CA
Job Status: Temporary Full-time
Grade:  04
Category: Customer Service/Back Office
Description:

The incumbent will provide expertise, information and education to annuitants, intermediaries, Plan Sponsors and internal partners with respect to their group annuity plan(s). Exercise judgment in the interpretation of data, and demonstrate a thorough knowledge of department and organization policies and procedures in dealing with all queries. Provide a Total Customer Satisfaction by meeting service level standards required to achieve the line of business objectives. Acts as a full-service contact for day-to-day administrative activities pertaining to calculations under the group annuity plans, according to standardized, professional procedures and practices, the requirements of the laws and using/interpreting plan documents and provisions.

  • Ensure continuation of pension payments from previous carrier to SLAC for a large group of pensioners; issues first payments, member communication package and reconcile final premium.
  • Analyse  and process single retirement set-ups, issue first payment and send out welcome package.
  • Analyse, and process death claims and issue first payments with member communication package.
  • Process and reconcile monthly payments/deductions made to annuitants and/or under pension plan accounts.
  • Process customer requests and benefit alterations (CPI, annual pension increases), which have a financial impact in accordance with Employers’ instructions and Pension legislation.
  • Administer lead-insurer responsibilities of special employer accounts.
  • Maintain accurate data on APV system for after sale services, financial valuation purposes (Reserve calculations, Bonus distribution) and to ensure the integrity of the financial information.
  • Process employer and employee requests, investigations and changes (address, bank accounts, tax slips, etc).
  • Set up tax slips for specialized plans.
  • Respond to Members and Intermediaries calls in a highly professional manner by providing a full service, one stop approach.

REQUIREMENTS

  • College or Bachelor degree in administration/finance/accounting or equivalent experience.
  • More than 3 years of industry experience in a customer services/pension environment.
  • Good knowledge of financial products.
  • LOMA, CEBS, CSC designation or equivalent an asset.
  • Excellent communication skills.
  • Bilingual French and English, written and spoken.

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The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.





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