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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

• Build and maintain strong working relationships with the sales team, supporting them in processing client applications. • Manage cases between carriers and agents to ensure all underwriting requirements are fulfilled. • Meticulously review client applications to confirm that they are complete for the underwriting process. • Propose improvements to processes and technology. • Perform additional duties related to the New Business Department as assigned by the immediate manager.

🎯 Requirements

• Previous experience in office administration is required • 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 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 • Positive demeanor with an openness to constructive feedback • 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 • Collaborative, supportive team environment