Client Services Administrator

Client Services Administrator

"Building financial foundations for families to empower them today and leave a legacy for tomorrow".

Experior Financial Group Inc. is looking for a motivated individual who works well with others but is also able to work independently and thrive working with multiple tasks on the go. This position offers exciting challenges and the chance to learn new skills. This role best suits someone that can adapt to change quickly, enjoys interacting with clients, and considers attention to detail one of their best qualities.

As a member of our team, you will have a lot of fun and enjoy a positive work environment. We are a great group, looking for someone who is a go-getter, and searching for a place to call home.

There are always great opportunities for career advancement for people willing to put in the effort. We are growing extremely fast and are looking for someone that strives for excellence every day.

Experior Financial Group Inc. is looking for a Client Policy Services Administrator.

Responsibilities:

• Work with insurance providers to connect clients with new financial associates.
• Communicate between clients, agents, and insurance providers to keep written policies on the books.
• Establish solid working relationships with the sales force and support them with processing client applications.
• Review client applications to ensure completion and required agent codes are included.
• Case Management between the carriers and agents to ensure all underwriting requirements are fulfilled.
• Maintain and update department process manual.
• Perform other duties pertaining to the New Business Department requested by your immediate manager.
• Offer process and technology improvement suggestions.

Qualifications:

• Previous experience working in office administration.
• Experience working in the insurance industry considered a strong asset.
• Outstanding communication skills, both written and verbal.
• Friendly approach in delivering challenging information to people in person, over the phone, and though email.
• Excellent time management and organizational skills.
• Strong computer skills with the ability to learn new systems.
• Handle stressful situations with a positive, can-do attitude.
• Have great problem-solving skills.
• An ability to thrive while working with tight deadlines and multiple priorities.
• Positive attitude and able to accept constructive criticism.
• Reliable and trustworthy.
• Attention to detail and accuracy is a must.
• Able to take ownership of your work.
• Speak French / Spanish considered a strong asset.
• Willing to learn French / Spanish

What Experior Financial Group Inc. can offer you:

• Work-life balance with paid vacation and paid sick days.
• Competitive compensation.
• Guaranteed annual salary increase.
• Benefits including medical, dental and vision care.
• On-site, hybrid and remote work arrangements.
• Career growth and development opportunities.
• Diverse team work environment.
• On-site parking.
• Straight day shift with no weekends.
• Company events and celebrations.
• Tuition reimbursement.
• Weekly grocery order (on-site only).
• Company provided equipment.

Employees were surveyed in June 2023 and Experior Financial Group Inc. has been certified a Great Place to Work!

Job Types: Full-time, Permanent

Salary: $24.00 per hour

Education:

• Secondary School (preferred)

Experience:

• Administrative experience: 1 year (preferred)

Work Location: In person