Categories
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Customer Service Management
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Technical Support Representative
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Call Center Agent
Total Price
- CAD 50 000 - CAD 65 000
Hourly Rate
- CAD 24 - CAD 31
Expected Hours
- 2 090
Project Length
- 12 months
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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