| Description: |
Intake Coordinator – Workplace Benefits & Retirement
(Multiple Openings)
Location: Winnipeg, MB
Pay Rate: $17–$20 per hour
Employment Type: Full-time
Term: 1 year contract
Job Summary
The Intake Coordinator supports the Workplace Benefits and Retirement team by serving as the first point of contact for incoming requests. This role is responsible for receiving, reviewing, and routing benefits- and retirement-related inquiries, ensuring accurate documentation, timely follow-ups, and a high level of client service.
Key Responsibilities
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Receive and process incoming requests related to workplace benefits and retirement plans
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Review applications, forms, and supporting documentation for accuracy and completeness
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Log, track, and update cases in internal systems
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Coordinate with internal teams to ensure timely resolution of requests
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Communicate with clients, plan members, and stakeholders via phone and email
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Follow up on missing or incomplete information
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Maintain confidentiality and ensure compliance with company policies and regulatory requirements
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Meet service level agreements (SLAs) and productivity targets
Qualifications & Skills
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Previous experience in intake, administration, customer service, or benefits-related roles
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Knowledge of workplace benefits, pension plans, or retirement services is an asset
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Strong attention to detail and organizational skills
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Excellent written and verbal communication skills
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Proficiency in MS Office and case management systems
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Ability to manage multiple tasks in a fast-paced environment
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Professional, empathetic, and client-focused approach
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