Customer Service and Operations Coordinator
3 weeks ago
Cultivate a fulfilling career in the insurance industry as a Customer Service and Operations Coordinator at Disability Solutions. In this role, you will provide vital support to our team of financial advisors and agents, ensuring they have the tools and resources needed to deliver exceptional life insurance solutions to our clients.
About the Role
As a key member of our team, you will be responsible for assisting in the underwriting process for life insurance applications, communicating with vendors, and tracking completion of exams. Your primary focus will be on providing top-notch customer service and operational support to our financial advisors and agents, as well as other members of the team.
Responsibilities
- Provide administrative support to our financial advisors and agents, including data entry and record-keeping
- Communicate with vendors to order necessary underwriting requirements
- Track completion of exams and forward to insurance carrier for review
- Follow up on requests for information to ensure timely completion
- Process issued life insurance policies for mailing to financial advisors/agents
- Support financial advisors/agents with requests for information
Requirements
- High School Diploma or equivalent and a minimum of three years' experience in the areas of life insurance or financial services industry or customer service
- Knowledge of general office concepts, life insurance operations, and regulations
- Advanced skill in operating standard office equipment and using required software applications
What We Offer
- Competitive salary range: $45,000 - $60,000 per year, based on education, work experience, and location (BC)
- Performance bonuses and incentives
- A comprehensive benefits package, including health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, and discretionary bonuses
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