Do you often get praise for being a strong communicator? Are you a service oriented individual that loves to stay organized? Do you get satisfaction in completing every piece of a puzzle?
Was that three yeses? If so, then you could be the next Office Administrator & Inforce Specialist to join the FH family! This is an entry level position with lots of room to grow within the organization. Curious, and want to know more? Keep reading to see if this position is the one for you!
What will you be doing in this role?
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
Light scrubbing of applications and advisor contracts
Document scanning of applications, policies, delivery requirements, inforce, investments and contracting
Order and maintain sufficient office supplies
Documentation control for carrier application revisions
Liaison for service requests between building management and branch office
Communicates effectively with colleagues, insurance carriers, advisors and clients
Work extensively with back office system, WealthServ, as well as insurance carrier websites
Liaison between the advisor and insurance carrier
Responsible for maintaining an organized filing system for easy referral and retrieval
Communicate with advisors for missing information
Maintain regular communication and follow up between carriers and advisors throughout the inforce process
Ensure advisors receive clear and consistent communication
Update and maintain WealthServ system with current information and documentation at all times
Meet/exceed SLAs (Service Level Agreements)
Perform any other duties as assigned
What qualifications are required?
Post-secondary degree, diploma, or related work experience
Sound knowledge of insurance products
Industry courses would be an asset
What competencies are required?
Service oriented
Self-starter and self-motivated
Time management skills
Verbal and written communication skills
Attention to detail and follow through
Organizational skills
Teamwork and collaboration
Interpersonal skills
Adaptability
What should your experience look like?
Proven experience in insurance/financial services industry
Proven experience in customer service
Proven experience with Microsoft programs such as Word, Excel and Outlook
Experience in WealthServ an asset
Benefits & Perks
As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees! An organization that lives and breathes its DRIVER Values.
These are some of the benefits we provide:
3 weeks of paid vacation
Excellent Group Benefits plan
Group Retirement Plan with employer matching
Flexible and supportive Personal Days for employee or family illness, emergency etc
Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
Wellness Credit program
Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?
Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the 'Our Story' section, but we're trying to keep it short here. If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! :)