Office Administrator (Insurance & Financial Services) - 6 Month Contract

at  Financial Horizons Group

Are you looking for a career and not just another job? 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 Office Administrator 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!
Note: This is a 6 month contract role.

WHAT QUALIFICATIONS ARE REQUIRED?

• College diploma, University degree, or equivalent experience
• 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 in general administrative duties and office environment
• Proven experience with Microsoft programs such as Word, Excel and Outlook
• Experience in WealthServ an asset Professional/Technical

• Office reception for guests, carrier representatives and advisors
• Provide customer service to both clients and advisors
• Sort and distribute all incoming and outgoing mail; organize and file advisor information including policies, mail and transaction confirmations at high volumes
• Verifying completion of applications and advisor contracts with communication to advisors for missing information
• Scanning & emailing of various documentation for processing and advisor delivery
• 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 and insurance carrier websites
• Liaison between the advisor and insurance carrier
• Maintain regular communication and follow up with carriers and advisors when managing inforce policy changes
• Update and maintain the back office system with current information and documentation
• Meet/exceed SLAs (Service Level Agreements)Perform any other duties as assigned