SUMMARY OF THE ROLE

- Typical Day-to-Day Responsibilities: Responsible for managing emails, processing applications, completing required tasks accurately, addressing client concerns, collaborating with back-office teams, and preparing monthly reports

- How much time is being spent on meetings: No regular daily meetings. Participation in weekly and monthly meetings will be required.
- Who are they interacting with (internal/external) Both
- Will the contractor have access to any customer data? Yes.

MUST-HAVE Hard Skills:

1.) Calender Management experience

2.) Requires comprehensive knowledge of life, critical illness and disability insurance processing and products

3.) Previous experience with computer applications, such as Microsoft Word and Excel. Education/Experience

4, 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role

SOFT SKILLS

1.



Robust communication skills with ability to work in team as well as independently
2. Proactive
3. attention to detail

3.) Ability to accurately document and record customer/client information

NICE-TO-HAVE

1.) Level 2 Life License or LLQP (or attained within the first 6 months of start date)

2.) Designations such as Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations are considered an asset.

3.) In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building

📌 Operations Officer (Barrie)
🏢 Tekstaff IT Solutions
📍 Barrie