Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in?
If 'yes' is the only answer that comes to mind, then you could be the next Insurance Coordinator to join the FH family!
Curious, and want to know more? Keep reading to see if this position is the one for you!
Notes:
This is a 24 month contract opportunity.
This role is supported by a hybrid work arrangement where the individual can work from home a few days a week.
What will you be doing in this role?
Liaison between the advisor and insurance carrier
Communicates effectively with colleagues, insurance carriers, advisors and clients
Work extensively with back office systems, WealthServ, as well as insurance carrier websites
Responsible for maintaining an organized filing system for easy referral and retrieval
Meet/exceed SLAs (Service Level Agreements)
Case Management:
Provide case management to the assigned advisor
Regularly and timely follow up regarding pending business cases
Communicate with advisors for missing information on applications
Maintain regular communication between carriers and advisors throughout underwriting process
Ensure advisors receive clear and consistent communication regarding pending cases
Update and maintain WealthServ system with current information at all times
Perform any other duties as assigned
What qualifications are required?
College diploma, University degree, or equivalent experience
Industry courses would be an asset
Professional/Technical Certification or Licenses are 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?
Post-Secondary degree or related work experience
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
Sound knowledge of insurance and investment products
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 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! :)