Office Administrator & Inforce Specialist (Insurance & Financial Services)

Financial Horizons; London; On-site; CAD 40,000 - 55,000; Full time

Job summary

Une entreprise de services financiers recherche un Administrateur de Bureau & Spécialiste Enforce pour rejoindre leur famille. Ce poste d'entrée de gamme offre une opportunité de travailler dans un environnement accueillant, où vous serez responsable de l'organisation du bureau, du service client et de la gestion des documents. Vous aurez la chance de croître au sein de l'organisation tout en bénéficiant d'avantages tels que trois semaines de congés payés et un programme de retraite avec contrepartie financière.

Benefits

3 weeks of paid vacation

Group Retirement Plan with employer matching

Flexible Personal Days

Wellness Credit program

Tuition reimbursement

Qualifications

• Expérience dans le secteur des services financiers ou de l'assurance souhaitée.
• Connaissance des produits d'assurance requise.

Responsibilities

• Réception d'invités et service client par appel, e-mail et en face à face.
• Organisation et distribution du courrier entrants et sortants.
• Mise à jour du système WealthServ avec des informations actuelles.

Skills

Service oriented

Verbal and written communication skills

Attention to detail

Organizational skills

Teamwork and collaboration

Interpersonal skills

Education

Post-secondary degree or diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

WealthServ

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 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
• 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
• Verbal and written communication skills
• Attention to detail and follow through
• Organizational skills
• Teamwork and collaboration
• Interpersonal skills

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

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
• 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