Overview
Office Administrator & Inforce Specialist/Insurance & Financial Services Jobs in Saskatoon – Saskatchewan – Canada at Financial Horizons Group
Position: Â Office Administrator & Inforce Specialist (Insurance & Financial Services)
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, Wealth Serv, 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 Wealth Serv 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?
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
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?
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 Wealth Serv an asset
Benefits & Perks 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
Excellent Group B…
Title: Office Administrator & Inforce Specialist/Insurance & Financial Services
Company: Financial Horizons Group
Location: Saskatoon – Saskatchewan – Canada
Category: Administrative/Clerical, Insurance
