Insurance Administrator (Inforce) - Flexible Work Arrangement

Location

Halifax, NS | Canada

Job description

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 Insurance Administrator to join the FH family! Curious, and want to know more? Keep reading to see if this position is the one for you!

Note:

• 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 system, WealthServ, as well as insurance carrier websites
• 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?

• College diploma, University degree, or equivalent experience
• Industry courses would be an asset
• Fluency in French an asset

What competencies are required?

• Service oriented
• Self-starter and self-motivated
• Time management and organizational skills (fast paced environment)
• Communication skills (verbal and written)
• Attention to detail and follow through
• Teamwork
• Interpersonal skills
• Adaptable

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
• Sound knowledge of insurance 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 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! :)

Job tags

Salary