Inforce Specialist, 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/In-force 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 do:

Office 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

This position will be located in the Winnipeg head office.

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The base salary for this position is between $41,200 - $55,700 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.

Grow with Canada Life 

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member: 

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. 

• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 

• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.  

• Financial Security: Company-matching pension plan, share ownership program and additional investment options. 

• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted. 

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