Office Administrator & Inforce Specialist (Insurance & Financial Services)

at  Financial Horizons Group

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 QUALIFICATIONS ARE REQUIRED?

• Post-secondary degree, diploma, or related work experience
• Sound knowledge of insurance products
• Industry courses would be an asset

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 OutlookExperience in WealthServ an asset

• 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