Insurance Administrator

Description

WHO WE ARE

Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.

Our firm is guided by our brand foundation:

· Our Why: The value we provide makes a profound difference in people’s lives.

· Purpose: To create transformational experiences that help our clients reach their biggest goals.

· Vision: Our bold new ideas will change the world of finance.

· Mission: We deliver white glove, WOW experiences that inspire every client to tell everyone they know.

· Position: Next-level, innovative thinking.

· Character: Transformative, significant, passionate, determined, elite, high-end.

To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained.

ROLE DESCRIPTION

The Insurance Administrator will be responsible for the following tasks:

• Independently write/process insurance applications
• Manage and respond to all insurance-related questions
• Provide analysis for insurance needs
• Provide quotes for Advisory team
• Ensure compliance with regulations
• Manage end-to-end process and admin requirements (follow-ups for pending cases)
• Prepares compliance forms, maintains accurate client records
• Manage in-force insurance business and policy changes (renewals, cancellations, yearly premiums, inforce illustrations).
• Assist in underwriting process by collecting and verifying all documentation, and serving as the point of contact for client inquiries/requests.
• Effectively liaise with other departments (internal and external)
• Other duties as assigned by management

QUALIFICATIONS

• LLQP License or willingness to obtain within 2 months of employment
• Commitment to continuous learning
• Strong customer service and organization skills
• Be an advocate for your clients and their needs
• Experience working within a CRM (Salesforce or equivalent)
• Attention to detail and accuracy in data entry and record-keeping
• Ability to work effectively in a team and independently
• Excellent communication and interpersonal skills

We sincerely thank all applicants for showing an interest in this position and are excited to get to know you.

Job Type: Full-time

Pay: $50,000.00-$65,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site gym
• On-site parking

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person

Application deadline: 2024-05-15

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