Advisor Specialist
2 weeks ago
**Position Summary**
**As an Advisor Specialist/Case Coordinator your main responsibilities will involve**:
- Assisting Advisors with obtaining producer contracts.
- Managing ongoing new business requirements and underwriting processes. End-to-end approach (Life, Living Benefits, Segregated Funds).
- Maintaining excellent records and paper trails using our back office system.
- Processing after sales follow up and maintenance.
- Upholding company and industry codes of conduct and compliance standards.
- Continuous improvement and adaptation to industry changes.
**As an Advisor specialist/Case Coordinator your skills and qualification will include**:
- Excellent customer service skills, with a minimum of 1-3 years of experience in the insurance industry servicing Advisors.
- Detailed oriented.
- Ability to perform in a fast paced environment.
- Able to proactively investigate and resolve issues.
- Multitasking and prioritization ability to ensure deadlines are met.
- Deep understanding of the life insurance industry and all types of insurance products.
- Excellent interpersonal, verbal and written communication skills.
- Willingness to learn and improve to advance in the company.
- Able to perform individually and work with team members.
- Exhibit a high level of confidence and professionalism.
- Proficient in computer software and Microsoft Office Suite.
- Additional language skills will be an advantage.
**Job Types**: Full-time, Permanent
**Benefits**:
- Company events
- Dental care
- Extended health care
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: One location
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