New Business Coordinator

7 months ago


Kingston, Canada QUALIFIED FINANCIAL SERVICES Full time

**Position Summary**

This role is perfect for a person with a positive, can-do attitude with a talent for being a go-getter. In this role will have the innate ability to deliver on outcomes and have an above average ability to be resourceful when providing our advisors with positive interactions. This role also requires the use of critical thinking, good judgement, and the use of problem-solving skills.

You enjoy working in a supporting role where you can bring your best and demonstrate your unmatched people skills and your ability to build and maintain excellent relationships. Keeping your cool while multi-tasking under pressure is a strength of yours, and you easily work both independently and within a team. You have top-notch communication skills; both written and verbal.

**Critical Behaviours**:

- Ability to think through how to provide the best possible outcome for advisors vs only relaying information
- Unmatched people skills with the ability to build and maintain excellent relationships
- Excellent written and verbal communication abilities; strong command of the English language
- Focused on outcomes with exceptional follow-through skills
- Exceptionally high sense of urgency
- Strong listening skills and ability to slow down a conversation to be very clear on what is required
- Ability to be patient, flexible and dependable

**Responsibilities**:

- Proactively manage underwriting activity by working closely with QFS carrier partners to ensure an efficient and smooth underwriting process and avoid any delays
- Negotiate with carrier partners to secure the best offer, persuade waiving of requirements, and to provide alternate solutions to obtain a final decision.
- Carefully review policy contracts for accuracy, process, and issue to the advisor within the same business day
- Regularly update the back-office system with updates and important details on the case
- Demonstrate professional verbal and written communication with advisors and carrier partners
- Efficiently review and process delivery requirements with a follow up to track receipt at the carrier level
- Collaborate with the QFS business development team to problem solve by escalating static cases or cases with unfavorable decisions
- Maintain a high level of accuracy, urgency, and critical thinking in every day-to-day tasks
- Warmly greet and welcome office visitors and assist them appropriately
- Respond to all incoming calls in a timely, friendly, and professional manner and accurately redirect calls and relay messages as necessary
- Promptly open and distribute all incoming mail both internally and externally, and prepare all outgoing mail on a daily basis
- Manage the office meeting rooms including scheduling, maintaining tidiness, and ensuring there are no scheduling conflicts
- Perform other miscellaneous duties such as photocopying, scanning, faxing and ordering of supplies as required
- Special projects requested by the leadership team from time to time

**Qualifications**

**Required**:

- Minimum 3 years experience in the life and living benefits insurance industry
- Minimum 5 years of experience in a senior administrative/client relation role;
- Excellent oral and written communication skills
- High proficiency with Microsoft Office Suite;
- Exceptional organization, multi-tasking, prioritization, and time management skills

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$50,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

**Experience**:

- Office Administration: 2 years (required)
- Insurance Industry: 2 years (required)

Work Location: Hybrid remote in Kingston, ON



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