Onboarding, Operations, and Customer Support Specialist
1 week ago
JOB STATEMENT:As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator during high-volume periods and vacations.This is an excellent opportunity for someone who thrives in a detail-oriented and process-driven environment.Why Join Us?New Win Succession Inc. is a proud partner of the Worldsource Group of Companies. We are a rapidly growing company with endless opportunities for growth and personal development. We are a supportive, collaborative, tight-knit team that values clarity, trust, and autonomy. You can work where you thrive. Enjoy the benefits of working from home or choose a hybrid arrangement if you’re near our offices in Vancouver, Mississauga, or Halifax. You’ll enjoy a great benefits package and room to grow as you develop your career with us.RESPONSIBILITIES:Provide administrative support throughout the due diligence and acquisition process Lead the onboarding process for new books of business and partnershipsObtain licensing in home province of entity and in additional provinces as necessaryObtain and manage Errors and Omissions insuranceCoordinate carrier contracting as requiredComplete and submit transfer forms, follow up with carriers, and reconcile acquired booksInput new books into the Atoms CRM systemConduct ongoing maintenance and updates of all the above activitiesProvide backup for the Office Administrator during higher volume periods and vacationSupport general operations and customer service functions for the house book of businessTake on all customer service responsibilitiesProvide support for advisors with customer related issuesCall and manage orphan blocks of businessQUALIFICATIONS:5+ years’ experience in the life insurance industry in an operations or sales support roleLife insurance license is an assetStrong Microsoft Office skills and proficiency in industry tools like ApexaExperience with bookkeeping is an assetSelf-motivated, detail-oriented, and able to work independently or collaborativelyCOMPENSATION:Commensurate with experienceWorldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeOnboarding, Operations, and Customer Support Specialist Get AI-powered advice on this job and more exclusive features. As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key...
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeOnboarding, Operations, and Customer Support Specialist Get AI-powered advice on this job and more exclusive features. As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key...
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeOnboarding, Operations, and Customer Support Specialist Get AI-powered advice on this job and more exclusive features. As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key...
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeJOB STATEMENT:As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator...
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeJOB STATEMENT:As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator...
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeJOB STATEMENT:As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator...
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeJOB STATEMENT:As the Onboarding, Operations and Customer Support Specialist, you'll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator...
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toronto, Canada IDC Worldsource Insurance Network Inc. Full timeJOB STATEMENT: As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator...
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Toronto, Canada IDC Worldsource Insurance Network Inc. Full timeJOB STATEMENT: As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator...
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Toronto, ON, Canada IDC Worldsource Insurance Network Inc. Full timeJOB STATEMENT: As the Onboarding, Operations and Customer Support Specialist, you'll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator...
