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