Insurance Operations Clerk

Insurance Operations Clerk

Log applications, forms and documents in the Customer Relationship Management (CRM) database.

• Review, approve and process life insurance application forms and documentation in accordance with financial and medical guidelines and operating procedures.
• Provide information to clients and SISIP Financial branch staff regarding pay allotments, Long Term Disability (LTD) and Insurance products, coverage eligibility and named beneficiaries.
• Review insurance applications and verify insurance coverage, premium calculations and other insurance information to ensure accuracy.
• Liaise with clients to advise them of any deficiencies or discrepancies in completed forms.
• Liaise with insurers regarding medical and technical information outside general operating instructions.

• College Diploma or certificate in Business Administration or a related field.
• Experience in office administration practices and procedures.
• Experience in filing systems.
• Experience in data entry, record‑keeping, data retrieval and creating reports.
• Experience in proofreading and auditing records/files.
• Experience in drafting correspondence.
• Experience in scanning and indexing documents.
• Competencies:
  
  client focus, organizational knowledge, communication, innovation, teamwork and leadership.
• Language requirement:
  Bilingual (English and French).

Start Date:

July 6, 2026

End Date:
July 9, 2027

This is a hybrid position with an assigned work location allowing the employee to work partly from a corporate office and partly from a home office in accordance with the CFMWS Flexible Work Options Policy, and with approval from the direct manager.

This unionized position is open to all interested parties. Preference will be granted in accordance with the Collective Agreement.

• Health benefits:
  
  drug coverage, healthcare spending.