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Insurance Administrator
4 months ago
**WHO WE ARE**
Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is _A new world of wealth®_.
Our firm is guided by our brand foundation:
- **Our Why**: The value we provide makes a profound difference in people’s lives.
- **Purpose**: To create transformational experiences that help our clients reach their biggest goals.
- **Vision**:Our bold new ideas will change the world of finance.
- **Mission**: We deliver white glove, WOW experiences that inspire every client to tell everyone they know.
- **Position**:Next-level, innovative thinking.
- **Character**: Transformative, significant, passionate, determined, elite, high-end.
To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained.
**ROLE DESCRIPTION**
The Insurance Administrator will be responsible for the following tasks:
- Manage and respond to all insurance-related questions
- Provide analysis for insurance needs
- Provide quotes for Advisory team
- Ensure compliance with regulations
- Manage end-to-end process and admin requirements (follow-ups for pending cases)
- Prepares compliance forms, maintains accurate client records
- Manage in-force insurance business and policy changes (renewals, cancellations, yearly premiums, inforce illustrations).
- Assist in underwriting process by collecting and verifying all documentation, and serving as the point of contact for client inquiries/requests.
- Effectively liaise with other departments (internal and external)
- Other duties as assigned by management
**QUALIFICATIONS**
- LLQP License or willingness to obtain within 2 months of employment
- Commitment to continuous learning
- Strong customer service and organization skills
- Be an advocate for your clients and their needs
- Experience working within a CRM (Salesforce or equivalent)
- Attention to detail and accuracy in data entry and record-keeping
- Ability to work effectively in a team and independently
- Excellent communication and interpersonal skills
We sincerely thank all applicants for showing an interest in this position and are excited to get to know you.
Pay: $50,000.00-$65,000.00 per year
**Benefits**:
- Dental care
- Extended health care
- On-site gym
- On-site parking
Flexible Language Requirement:
- French not required
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: In person
Application deadline: 2024-05-15
