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:



Solid communication skills with ability to work in team as well as independently Proactive 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