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    Insurance Coordinator - Winnipeg, Canada - Financial Horizons Group

    Financial Horizons Group
    Financial Horizons Group Winnipeg, Canada

    2 weeks ago

    Default job background
    TEMPORARY
    Description
    Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in?

    If 'yes' is the only answer that comes to mind, then you could be the next Insurance Coordinator to join the FH family

    Curious, and want to know more? Keep reading to see if this position is the one for you


    Notes:
    This is a 24 month contract opportunity.


    This role is supported by a hybrid work arrangement where the individual can work from home a few days a week.

    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 systems, WealthServ, as well as insurance carrier websites
    Responsible for maintaining an organized filing system for easy referral and retrieval
    Meet/exceed SLAs (Service Level Agreements)


    Case Management:
    Provide case management to the assigned advisor
    Regularly and timely follow up regarding pending business cases
    Communicate with advisors for missing information on applications
    Maintain regular communication between carriers and advisors throughout underwriting process
    Ensure advisors receive clear and consistent communication regarding pending cases
    Update and maintain WealthServ system with current information at all times
    Perform any other duties as assigned

    What qualifications are required?

    College diploma, University degree, or equivalent experience
    Industry courses would be an asset
    Professional/Technical Certification or Licenses are an asset

    What competencies are required?

    Service oriented
    Self-starter and self-motivated
    Time management skills
    Verbal and written communication skills
    Attention to detail and follow through
    Organizational skills
    Teamwork and collaboration
    Interpersonal skills
    Adaptability

    What should your experience look like?

    Post-Secondary degree or related work experience
    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 and investment products

    Who are we?


    Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada.

    We are headquartered in Kitchener, Ontario, and have offices across the country.

    There is a lot more to us under the 'Our Story' section, but we're trying to keep it short here.

    If you've read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application :
    )
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