Job 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 \xe2\x80\x98yes\xe2\x80\x99 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!

Note: This role has a hybrid work arrangement in which the successful candidate will have the flexibility to work from home a few days a week on a rotational basis.
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

Application Handling:

• Maintain and retrieve e-mails from application handling inbox
• Communicate with BOC for missing information on applications
• Full scrubbing of applications and delivery requirements
• Application and delivery requirements entry and document upload into WealthServ system
• Create/assign outstanding requirements task(s) to Case Manager in WealthServ system
• Order medical requirements, if applicable
• Print/scan cover sheet and forward to BOC for application submission
  
  
  

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
• Bilingual in French and English 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

Benefits & Perks - As a member of the FH family you can expect: A professional yet engaging, supportive and family like environment \xe2\x80\x93 our company started with 4 employees! An organization that lives and breathes its DRIVER Values. These are some of the benefits we provide:

• 3 weeks of paid vacation
• Excellent Group Benefits plan
• Group Retirement Plan with employer matching
• Flexible and supportive Personal Days for employee or family illness, emergency etc.
• Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
• Market leading Wellness Credit program
• Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

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 a national presence with about 30 offices right across the country. There is a lot more to us under the \xe2\x80\x98Our Story\xe2\x80\x99 section, but we\xe2\x80\x99re 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! :)