Client Services - Associate

Job Title: Client Services – Associate

Department: High Net Worth

Reports To: Assistant Manager

Job Location: 120 Eileen Stubbs Avenue, Dartmouth, Nova Scotia

Job Type: Full time, Permanent


This job requires a basic level of business knowledge and understanding of the Canadian life insurance industry. The position requires ongoing review and management of change request related to an individual’s life insurance policy.


  • 1+ years of experience preferred in management of Universal Life Policies

  • Ability to understand Canadian insurance industry and different products offered by the client

  • Understanding of how a change request effect different values in an insurance policy and making appropriate change in the system based on the request

  • Ability to understand and follow complex standard operating procedure

  • Ability to work on multiple systems simultaneously

  • The ability and integrity to work with sensitive and confidential issues

  • Excellent time management to deal with constant demands, deadlines and interruptions

  • Ability to fully understand the details of the request and work with different teams to gather values to be fed into the system and provide right output to the client

  • Ability to maintain specified level of productivity and quality threshold


To perform this job successfully, the individual must be able to perform each essential duty effectively. The individual must possess;

  • Proficient in Microsoft Office tools – Word, Excel, PowerPoint and SharePoint

  • Excellent working knowledge of various systems with the ability and willingness to learn multiple systems (CAPSIL, Ingenium, LifeSuite, Fineos, etc.)

  • Strong learner with strong analytical and decision making skills

  • Demonstrated ability to effectively deal with customers/clients in a manner that is professional with a high degree of customer service

  • Ability to effectively manage change

  • Organizational skills

  • Strong interpersonal skills (self-awareness/positive attitude)

  • Demonstrated ability to work well in a team environment

  • Strong mathematical skills

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Post-Secondary College / University Degree or equivalent

  • 1+ year/s of experience preferred in Canadian Life Insurance policy operations

  • Project and/or process improvement work experience would be an asset


Ability to

  • Read and interpret documents such as policies and operating and procedural manuals

  • Write/amend routine correspondence to the insured providing policy details

  • Speak effectively and professionally to clients, external stakeholders and employees of the organization

Fluency in spoken and written English required; fluency in French a definite asset.


  • Critical thinking, customer service skills, time management, decision-making, interpersonal skills and adaptability/flexibility.


  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages and volumes.


  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.

  • Ability to deal with problems involving a few concrete variables in standardized situations.


  • ICA, LOMA, and/or ACS preferred

  • Working toward an industry designation (CLU, FLMI).

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