Insurance Operations Clerk

At Canadian Forces Morale and Welfare Services (CFMWS), we’re more than just a workplace; we’re a proud community dedicated to supporting Canadian Armed Forces members, veterans and their families in their daily lives. We carefully curate and provide programs and services designed to meet their unique needs and enhance their mental, social, physical, financial and familial well-being. CFMWS employees deliver programs and services including recreation, sports and fitness programs, customized financial services, retail services, access to retail savings and discounts and offers family support and organizes charity events.

Our success stems from living our values. Our employees care about their role in supporting Canadian Armed Forces members, veterans and their families and act with integrity in all they do. Thriving in our close-knit environment, we act as one team with one mission. We constantly seek new ideas and creative ways to deliver the best possible programs and services.

As an employer, we offer a commitment to your health, wellness and growth. We provide a diverse range of roles across many locations and a career where you can make a meaningful impact.

A full suite of financial solutions, tailored to the realities of our Canadian Armed Forces Members and their families, is offered through the SISIP Financial division within CFMWS. In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in delivering preventative financial education and, where required, counselling, to support our members’ financial wellbeing. At SISIP, we keep our members at the center of everything we do. Our ultimate target is the right solution at the right time for our members, and our commission-free environment reinforces this. As a social enterprise, the profits we make help fund programs within the Canadian Armed Forces (CAF) community to benefit members and their families.

SISIP Financial services are available to Canadian Armed Forces Members both virtually and in-person. We have 23 offices located in CAF communities across Canada. Our national office is located in Ottawa.

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.

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

Competencies

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

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 the insurer regarding medical and technical information outside of the general operating instructions.

Language Requirement:

Bilingual (English and French) Essential

Reading: Functional

Writing: Advanced

Oral: Advanced

Start Date: July 7, 2025

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.

Relocation benefits will not be provided.

The selection process will be done virtually.

This is a unionized position (PSAC).

Health Benefits: Drug coverage, healthcare spending account, virtual care (telemedicine), Employee and Family Assistance Program, mental health support, travel insurance, dental, vision, life insurance and disability insurance.

Work Life Balance: Flexible work options and 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: Payment of professional association memberships, online learning opportunities including a LinkedIn Learning subscription and second language training.

Perks: Discounts through CF One Member Appreciation.

Explore all the benefits CFMWS offers by visiting: https://cfmws.ca/Benefits

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. If contacted in relation to a job opportunity or assessment, you should advise the recruitment team in a timely fashion of the accommodation measures which must be taken to enable you to be assessed in a fair and equitable manner. Information received relating to accommodation measures will be addressed confidentially.