Insurance Administrator
$50k - $65k per yearFull-time
Ocean 6 Wealth Advisory
Job Responsibility:
WHO WE ARE
Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth® .
Our firm is guided by our brand foundation:
· Our Why: The value we provide makes a profound difference in people's lives.
· Purpose: To create transformational experiences that help our clients reach their biggest goals.
· Vision: Our bold new ideas will change the world of finance.
· Mission: We deliver white glove, WOW experiences that inspire every client to tell everyone they know.
· Position: Next-level, innovative thinking.
· Character: Transformative, significant, passionate, determined, elite, high-end.
To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained.
ROLE DESCRIPTION
The Insurance Administrator will be responsible for the following tasks:
- Independently write/process insurance applications
- Manage and respond to all insurance-related questions
- Provide analysis for insurance needs
- Provide quotes for the Advisory team
- Manage end-to-end process and admin requirements (follow-ups for pending cases)
- Prepares compliance forms, maintains accurate client records
- Manage in-force insurance business and policy changes (renewals, cancellations, yearly premiums, in force illustrations)
- Assist in the underwriting process by collecting and verifying all documentation, and serving as the point of contact for client inquiries/requests
- Effectively liaise with other departments (internal and external)
- Engage in collaborative sessions with leadership/colleagues to enhance cross-team workflows and deliver high-end integrated solutions
- Ensure compliance with regulations
- Other duties as assigned by management
QUALIFICATIONS
- LLQP mandatory
- Commitment to continuous learning
- Strong customer service and organization skills
- Be an advocate for your clients and their needs
- Experience working within a CRM (Salesforce or equivalent)
- Attention to detail and accuracy in data entry and record-keeping
- Ability to work effectively in a team and independently
- Excellent communication and interpersonal skills
We sincerely thank all applicants for showing an interest in this position and are excited to get to know you.
Job Type: Full-time
Pay: $50,000.00-$65,000.00 per year
Additional pay:
- Bonus pay
Benefits:
- Dental care
- Extended health care
- On-site gym
- On-site parking
Flexible language requirement:
- French not required
Schedule:
- Monday to Friday
Licence/Certification:
- LLQP (required)
Work Location: In person
Vacancy posted 1 day ago
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