Insurance Administrator

6 months ago


Kingston, Canada Financial Horizons Group Full time

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** Insurance Administrator** to join the FH family Curious, and want to know more? Keep reading to see if this position is the one for you

**Note**:

- This is a 24 month contract opportunity.
- This role is supported by a hybrid work arrangement where the individual can work from home a few days a week.

**What will you be doing in this role?**:

- Liaison between the advisor and insurance carrier
- Communicates effectively with colleagues, insurance carriers, advisors and clients
- Work extensively with back office system, WealthServ, as well as insurance carrier websites
- 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 back-up duties for Application Handling team as required
- Perform any other duties as assigned

***

**What qualifications are required?**:

- College diploma, University degree, or equivalent experience
- Industry courses would be an asset
- Fluency in French an asset

**What competencies are required?**:

- Service oriented
- Self-starter and self-motivated
- Time management and organizational skills (fast paced environment)
- Communication skills (verbal and written)
- Attention to detail and follow through
- Teamwork
- Interpersonal skills
- Adaptable

***:
**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
- Sound knowledge of insurance products

***

**Who are we? **:


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