Broker Support Administrator

🕒 June 23

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Experior Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.

📋 Description

• Deliver exceptional customer support to agents, associations, and insurance carriers • Foster and sustain positive, professional relationships with agents, associations, and insurance providers • Respond to phone and email inquiries promptly and professionally • Undertake additional responsibilities related to the Broker Support role as assigned by your immediate manager • Propose enhancements for processes and technology to improve efficiency • Maintain and update the department’s process manual

🎯 Requirements

• Previous experience in office administration is required • 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 • Strong attention to detail and accuracy • Excellent time management and organizational abilities • Approachable and professional in delivering suboptimal information via in-person, phone, and email interactions • Strong computer skills with a capacity to learn new systems • Ability to handle stressful situations with a positive, proactive attitude • Must reside and be authorized to work in the United States

🏖️ Benefits

• Competitive compensation and a comprehensive total rewards package • 401(K) program • Group benefits coverage (health, vision, dental, and short-term disability) • Access to mental health supports • Employee Assistance Program • Ongoing training and development to help you grow your skills