Branch Office Coordinator - 12 Month Contract

Temporary Full Time 

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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

The Branch Office Coordinator is an entry-level position responsible for general branch administration including office reception, handling incoming and outgoing mail, and keeping the office organized and supplied. The Branch Office Coordinator is also responsible for entry-level operations activities to support the efficient processing of new and inforce business. As a front line position, the Branch Office Coordinator provides excellent customer service and support to all branch employees, advisors, and clients.  12 Month Contract

What you will do

Office Administration

•    Office reception for guests, carrier representatives and advisors
•    Manage digital distribution of all incoming advisor mail, including renaming of files, entering client and policy information into system and sending to advisors securely.
•    Manage digital distribution of carrier confirmations of completion to the appropriate Specialist for work completion.
•    Arrange courier pick up for all outgoing mail items.
•    Scanning & emailing of various documentation for processing and advisor delivery 
•    Order and maintain sufficient office supplies and facility requests.
•    Work with building management for access, parking, etc. where required.
•    Perform other duties as assigned.

Business Operations

• Scanning and emailing of applications to the appropriate Specialist for processing
• Work extensively with back office system and insurance carrier websites, upload docs, adding client and policy details, updated client info, verification, attaching docs, emailing advisors, notify advisors lapsed policies, address change.
• Work is most often routine but sometimes requires deviation from standard processes or procedures.
• Problems encountered are simple, often repetitive in nature, and are well defined. Solutions involve the selection of the most appropriate, pre-defined alternative to suit the situation.
• Errors are typically caught and corrected quickly, although they can have some impact on costs or service quality

What you will bring

• 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
• Completion of Secondary School, or equivalent
• Requires working knowledge of office administration functions
• Possesses thorough knowledge of company policies, procedures, and practices within the job area
• Familiarity with Microsoft Office applications
• Experience in the insurance/financial services industry an asset
• Working in an office environment
• Occasional limited physical effort required i.e. lifting deliveries, supplies, etc.
• Occasional exposure to hazards including limited freedom to move around, dealing with disagreeable people internally and externally
• Regular working schedule, day shift

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The base salary for this position is between  $44,600 - $ 60,300 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.

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