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Closed listing

Canada Life

Inforce Specialist, Branch Office Coordinator, 12-month contract

Saskatoon, SK, Canada

Pay: The base salary for this position is between $41,200 - $55,700 annually.
Job type: Full-time
Closing date: Oct 27, 2026
Posting language: English
Posted: Sep 19, 2026

This opening has closed.

The original listing is kept below for reference.

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Original job description

Archived listing. The details below describe a past opening.

Temporary Full Time

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

Financial Horizons continues to operate independently in the marketplace.

The Branch Office Coordinator/In-force Specialist is an in-office position responsible for general branch administration including office reception, handling incoming and outgoing mail, and keeping the office organized and supplied. This role is also responsible for Inforce activities including policy updates and changes, ensuring the back-office system and carrier websites are updated, obtaining any missing or incomplete information from advisors or clients, and following up as required with advisors and carrier partners.

This is an entry level position with lots of room to grow within the organization.

What you will do:

Office Administration

Office reception for guests, carrier representatives and advisors
Provide excellent customer service to both clients and advisors via telephone, email and face-to-face interaction
Sort and distribute all incoming and outgoing mail; organize and file advisor information including policies, mail and transaction confirmations at high volumes
Scanning & emailing of various documentation for processing and advisor delivery
Order and maintain sufficient office supplies
Liaison for service requests between building management and branch office
Communicates effectively with colleagues, insurance carriers, advisors and clients
Perform any other duties as assigned

Inforce

Process inforce policy change requests on behalf of advisors or clients (for orphan cases) ensuring Service Level Agreements are met
Communicate with advisors to obtain and/or clarify any missing or incomplete information
Update and maintain information in WealthServ and insurance carrier websites, including attaching all emails or other supporting documentation into the file
Process transfer ownership forms for beneficiary changes
Process Agent of Record changes
Maintain an organized filing system for easy referral and retrieval
Maintain regular communication and follow up between carriers and advisors throughout the inforce process ensuring Service Level Agreements are met
Ensure advisors receive clear and consistent communication

What you will bring:

Post-secondary degree, diploma, or related work experience
Sound knowledge of insurance products
Excellent customer service skills
Self-starter and self-motivated
Strong interpersonal and communication skills. Communicates effectively (internally and externally).
Excellent organizational skills
Strong time management skills and ability to multi-task and prioritize work in a fast paced environment
Detail-oriented maintaining accuracy and consistency
Proven experience with Microsoft programs such as Word, Excel and Outlook
Experience in WealthServ an asset
Industry courses would be an asset

This position will be located in the Winnipeg head office.

The base salary for this position is between $41,200 - $55,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day. 
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

About employer

More about this job

Responsibilities

Provide reception and general branch administration, including handling mail, organizing and filing documents, maintaining office supplies, and responding to service requests. Process in-force policy changes and related forms, update WealthServ and carrier systems, obtain missing information, and coordinate follow-up between advisors and insurance carriers.

Requirements

Applicants should have a post-secondary degree, diploma, or related work experience, sound knowledge of insurance products, and strong customer service, communication, organizational, and time-management skills. Microsoft Word, Excel, and Outlook experience is required; WealthServ experience and industry courses are assets.

Skills

Customer Service
Office Administration
Insurance Policy Processing
Policy Updates and Changes
Data Entry and Record Maintenance
Microsoft Word
Microsoft Excel
Microsoft Outlook
WealthServ
Communication
Organization
Time Management
Multitasking
Attention to Detail
Filing and Document Management
Follow-Up

Benefits

Career Development
Education Reimbursement
Health Benefits
Dental Benefits
Mental Health Benefit
Vacation and Personal Days
Volunteer Day
Company-Matching Pension Plan
Share Ownership Program
Employee Recognition Programs
Employee Discounts
Employee Resource Groups
Mentorship Programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Insurance
Managing General Agency
Branch Administration
Office Reception
In-Force Policy Processing
Policy Changes
Beneficiary Changes
Transfer of Ownership
Agent of Record Changes
Service Level Agreements
WealthServ
Insurance Carrier Websites
Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer Service
Advisor Support
Client Communication
Mail Handling
Document Scanning
Document Filing
Record Maintenance
Office Supplies
Data Accuracy
Follow-Up

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