Insurance Administrator
2 weeks ago
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
**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
**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 Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
**Who are we? **:
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