Life and Health Insurance Administrator
BrokerLink is a company that values integrity and customer service, and they are seeking a Life and Health Insurance Administrator to join their growing team. The role involves supporting Life Advisors in achieving growth targets through sales and retention, delivering quality client service, and maintaining compliance within the client policy life cycle.
Responsibilities
- Work amongst a team of Life and Health Insurance Administrators supporting Life Advisors in achieving annual growth targets through sales and retention
- Work with various Life Insurance Companies and MGA’s
- Deliver on quality client service meeting defined service standards
- Collaborate with Advisors, Life Administrators, and Insurers with a view to meeting client requests for policy changes
- Support and assist Life and Health new business processes, in force and renewal processes, endorsements, summaries, statements and other necessary tasks within the client policy life cycle
- Maintain high quality Client Files and documentation within our Broker Management System ensuring Industry Compliant Practices are adhered to
- Complete Client touch points throughout the policy life cycle
- Identify cross sell, policy renewal and conversion opportunities for the Life Advisor to support the departmental growth goals
- Coordinate incoming and outgoing correspondence with clients, companies, MGA and Sales Advisors
- Participate in company initiatives, and individual personal learning and development throughout the performance cycle
Skills
- Post-Secondary Education
- Life Insurance, Health Insurance, Travel Insurance and Wealth Product knowledge and working experience
- Computer skills - Keyboarding and MS Office
- Strong focus on accuracy and attention to detail
- Strong time management and organizational skills
- Conscientious and able to maintain confidentiality
- Bilingual as an asset
- Exposure to Epic is an asset
- Life License is an asset
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
- Share plan & other savings
- Incentive plan
- Annual bonus: 5% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance)
- Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
- Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers
Company Overview