
51 - 200 employés
Fondée en 2014
💸 Finance
👥 B2C
Finance • B2C
Experior Financial Group est une agence générale gestionnaire canadienne et une société de services financiers qui connecte des associés agréés avec des clients pour fournir des solutions d'assurance et d'investissement. L'entreprise propose des assurances vie, santé, voyage, maladies graves, invalidité et funérailles, ainsi que des produits d'investissement tels que les fonds distincts, REER, FERR et CELI, ainsi que des services de planification de la retraite. Experior opère un modèle unique d'AGA « Tri-Brid », le logiciel propriétaire d'Analyse Financière Experior (EFA) et un CRM pour les agents, et recrute et forme des associés à travers le Canada et les États-Unis.
🕒 il y a 2 mois
🗣️🇺🇸🇬🇧 Anglais requis
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51 - 200 employés
Fondée en 2014
💸 Finance
👥 B2C
Finance • B2C
Experior Financial Group est une agence générale gestionnaire canadienne et une société de services financiers qui connecte des associés agréés avec des clients pour fournir des solutions d'assurance et d'investissement. L'entreprise propose des assurances vie, santé, voyage, maladies graves, invalidité et funérailles, ainsi que des produits d'investissement tels que les fonds distincts, REER, FERR et CELI, ainsi que des services de planification de la retraite. Experior opère un modèle unique d'AGA « Tri-Brid », le logiciel propriétaire d'Analyse Financière Experior (EFA) et un CRM pour les agents, et recrute et forme des associés à travers le Canada et les États-Unis.
• 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.
• 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.
• 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
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