Contracting & Licensing Administrator

🕒 Março 20

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Experior Financial Group

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2014

💸 Finanças

👥 B2C

Finance • B2C

A Experior Financial Group é uma agência geral de gestão e empresa de serviços financeiros canadense que conecta associados licenciados a clientes para fornecer soluções de seguros e investimentos. A empresa oferece seguros de vida, saúde, viagem, doenças graves, invalidez e funerais, além de produtos de investimento, como fundos segregados, RRSPs, RRIFs e TFSAs, e serviços de planejamento de aposentadoria. A Experior opera um modelo único de MGA “Tri-Brid”, software proprietário Experior Financial Analysis (EFA) e um CRM para agentes, além de recrutar e treinar associados em todo o Canadá e EUA.

Descrição

• Build strong relationships with the sales team and assist with licensing and contracting inquiries. • Process contracting requests, ensuring they comply with our carrier, state and company guidelines. • Review licensing documents to ensure compliance with company as well as state regulations. • Propose improvements for processes and technology. • Complete additional tasks related to the contracting department as assigned by your manager.

🎯 Requisitos

• Previous experience in office administration or contracting/licensing is a strong asset. • Experience with SureLC is a strong asset. • Experience in the insurance industry is a strong asset. • Strong attention to detail and accuracy. • Excellent time management and organizational abilities. • Capable of managing tight deadlines and multiple priorities effectively. • Effective problem-solving and investigative skills. • Reliable, trustworthy, proactive, with a keen sense of ownership and initiative. • Exceptional verbal and written communication skills. • Approachable and professional in delivering suboptimal information via phone, and email interactions. • Strong computer skills with a capacity to learn new systems. • Ability to handle stressful situations with a positive, proactive attitude. • Positive demeanor with an openness to constructive feedback. • Must reside and be authorized to work in the USA.

🏖️ Benefícios

• Work-life balance with paid vacation and sick days • Competitive compensation • Comprehensive medical, dental, and vision benefits • Career growth and development opportunities • Diverse teamwork environment • Straight day shifts with no weekends • Company events and celebrations • Tuition reimbursement • Company-provided equipment