Job Description

Permanent Full Time-As one of Canada's leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees - all focused on amplifying their business with the right opportunities and solutions at the right time for them.Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.Financial Horizons continues to operate independently in the marketplace.Role descriptionThe Branch Office Coordinator/Inforce Specialist is an in-office position responsible for general branch administration including office reception, handling incoming and outgoing mail, and keeping the office organized and supplied. This role is also responsible for Inforce activities including policy updates and changes, ensuring the back-office system and carrier websites are updated, obtaining any missing or incomplete information from advisors or clients, and following up as required with advisors and carrier partners.This is an entry level position with lots of room to grow within the organization.What you will doOffice Administration

• Office reception for guests, carrier representatives and advisors
• Provide excellent customer service to both clients and advisors via telephone, email and face-to-face interaction
• Sort and distribute all incoming and outgoing mail; organize and file advisor information including policies, mail and transaction confirmations at high volumes
• Scanning & emailing of various documentation for processing and advisor delivery
• Order and maintain sufficient office supplies
• Liaison for service requests between building management and branch office
• Communicates effectively with colleagues, insurance carriers, advisors and clients
• Perform any other duties as assigned

Inforce

• Process inforce policy change requests on behalf of advisors or clients (for orphan cases) ensuring Service Level Agreements are met
• Communicate with advisors to obtain and/or clarify any missing or incomplete information
• Update and maintain information in WealthServ and insurance carrier websites, including attaching all emails or other supporting documentation into the file
• Process transfer ownership forms for beneficiary changes
• Process Agent of Record changes
• Maintain an organized filing system for easy referral and retrieval
• Maintain regular communication and follow up between carriers and advisors throughout the inforce process ensuring Service Level Agreements are met
• Ensure advisors receive clear and consistent communication

What you will bring

• Post-secondary degree, diploma, or related work experience
• Sound knowledge of insurance products
• Excellent customer service skills
• Self-starter and self-motivated
• Strong interpersonal and communication skills. Communicates effectively (internally and externally).
• Excellent organizational skills
• Strong time management skills and ability to multi-task and prioritize work in a fast paced environment
• Detail-oriented maintaining accuracy and consistency
• Proven experience with Microsoft programs such as Word, Excel and Outlook
• Experience in WealthServ an asset
• Industry courses would be an asset

-The base salary for this position is between $40,400 - $54,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.Be your best at Canada Life- Apply today!Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.#LI-OnsiteRequisition ID: 2450Category: Customer Service and AdministrationLocation:Saskatoon Saskatchewan, SK, CA, S7T 0J1Date: Dec 13, 2024If you are not finding suitable opportunities now, please click below to join our talent community!

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