About The Position

Join a leading organization in the insurance sector and contribute to essential operational activities that support advisor contracting, licensing, and business transfers. This fully remote opportunity offers a collaborative environment, exposure to multiple systems, and the chance to support internal and external partners while ensuring compliance with established policies and regulatory requirements.

Requirements

  • Experience and/or knowledge in the insurance industry.
  • Experience with Microsoft Excel.
  • Familiarity with complex distribution systems or an aptitude to learn new software.
  • Fluent in English and French, to communicate effectively with internal and external partners and support advisor contracting, licensing, and business transfer activities.
  • Ability to work effectively under pressure while handling high volumes and meeting expected SLAs.
  • Strong organizational and priority management skills with close attention to detail.
  • Excellent customer service and relationship management skills.
  • Ability to collaborate and support a team environment with minimal supervision.
  • Ability to build interpersonal relationships virtually and self-manage in a remote work environment.

Nice To Haves

  • Bachelor's degree.
  • Knowledge of licensing requirements across all provinces.

Responsibilities

  • Review contracting requirements and process new advisor requests within multiple systems.
  • Review licensing requirements in accordance with advisor contracting and provincial regulations.
  • Complete research and facilitate the movement of business between advisors.
  • Perform ongoing administrative maintenance for contracted advisors.
  • Ensure all processes comply with company policies, compliance standards, and regulatory requirements.
  • Communicate with internal and external partners using strong bilingual verbal and written communication skills.
  • Work effectively under pressure while managing high volumes and meeting expected service level agreements.
  • Demonstrate strong organizational and priority management skills with close attention to detail.
  • Provide excellent customer service and relationship management.

Benefits

  • Hourly salary of $25-28, based on experience.
  • 4-month contract with the potential for permanent employment.
  • Full-time position: 37.50 hours per week.
  • Monday to Friday, 8:00 am to 4:00 pm.
  • Possible shift to 9:00 am to 5:00 pm after training.
  • Enjoy the flexibility of remote work.
  • Hybrid work is available but not required.
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