Insurance Coordinator - Winnipeg, MB, Canada - Financial Horizons Group

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 familyCurious, and want to know more? Keep reading to see if this position is the one for youNotes: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 carrierCommunicates effectively with colleagues, insurance carriers, advisors and clientsWork extensively with back office systems, WealthServ, as well as insurance carrier websitesResponsible for maintaining an organized filing system for easy referral and retrievalMeet/exceed SLAs (Service Level Agreements)

Case Management:

Provide case management to the assigned advisorRegularly and timely follow up regarding pending business casesCommunicate with advisors for missing information on applicationsMaintain regular communication between carriers and advisors throughout underwriting processEnsure advisors receive clear and consistent communication regarding pending casesUpdate and maintain WealthServ system with current information at all timesPerform any other duties as assignedWhat qualifications are required?College diploma, University degree, or equivalent experienceIndustry courses would be an assetProfessional/Technical Certification or Licenses are an assetWhat competencies are required?Service orientedSelf-starter and self-motivatedTime management skillsVerbal and written communication skillsAttention to detail and follow throughOrganizational skillsTeamwork and collaborationInterpersonal skillsAdaptabilityWhat should your experience look like?Post-Secondary degree or related work experienceProven experience in insurance/financial services industryProven experience in customer serviceProven experience with Microsoft programs such as Word, Excel and OutlookExperience in WealthServ an assetSound knowledge of insurance and investment productsWho 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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