Qualified Financial Services is a rapidly growing, full-service Managing General Agency specializing in Life Insurance and Wealth Management products. Our head office is located in Toronto and we have additional offices in Markham, Barrie, Kingston, Ottawa, Montreal, Saint John and Halifax and we continue to grow! We are committed to providing the best support possible to our Advisors and pride ourselves as being innovative, passionate industry leaders in this regard.

We offer a flexible, positive and rewarding place to work with considerable opportunity for growth. For more information on our Company please visit www.qfscanada.com.

Position Summary

As the compensation specialist, you will hold a diverse range of responsibilities and no two days will be alike. You have a strong ability to be flexible and adapt to constantly changing day-to-day tasks. You thrive in an environment that provides variety and challenging work, always keeping you engaged.

You’re a collaborative team player who values others’ talents and seeks out their ideas to achieve exponential results. You are adept at working effectively with a wide variety of peers and leaders, providing support across the organization. You have top notch analytical and judgment skills and you’re highly accountable, knowing that great relationships with team members and Senior Management are built on integrity and authenticity.

The ideal individual will have above average time management skills and the ability to prioritize and re-prioritize as new tasks are received and interruptions occur. You’re not afraid to ask for help in prioritizing tasks as needed to ensure you’re focused on the right activities. Talented at working under pressure with multiple tasks on the go, shifting timelines and priorities, the ability to remain calm in stressful situations and to partner effectively with peers is critical.

You keep smiling and nothing gets you down!

Responsibilities:





NEW BUSINESS

· Carefully review and process current business applications with significant premiums, in addition to supporting documentation, within very specified processing timeline parameters

· Proactively manage underwriting activity by working closely with QFS carrier partners to ensure an efficient and smooth underwriting process and avoid any delays.

· Carefully review policy contracts for accuracy, process, and issue to the advisor within the same business day

· Efficiently review and process delivery requirements with a follow up to track receipt at the carrier level

BROKER SERVICES & INFORCE SUPPORT:

· Process all InForce applications such as, insurance policy conversion, policy change requests.

· Carefully and thoroughly review and process investment business applications with significant premiums, in addition to supporting documentation, within very specified processing timeline parameters.

· Meticulously place and reconcile trade orders through the FundSERV platform.

· Proactively manage transfers business activity by working closely with QFS carrier partners to ensure an efficient and smooth process and avoid any delays.

GENERAL

· Negotiate with carrier partners to allow reasonable exceptions where applicable, and to provide alternate solutions to obtain a final resolution.

· Effectively navigate various carrier partner websites to retrieve information and to assist advisors with inquiries.





· Manage a high volume of both email and telephone inquiries and ensure quick response times in an effort to achieve one-call resolution.

· Provide interpretations of carrier emails, offer guidance, and set clear expectations to advisors on next steps.

· Effectively perform frequent and regular follow ups in order to ensure all transactions are being handled in a timely manner.

· Regularly update the back-office system with updates and important details on the case

· Providing a high level of customer service by communicating effectively both verbally and in writing form

· Collaborate with the QFS business development team to problem solve by escalating roadblocks, escalating static cases or cases with unfavorable decisions.

· Maintain a high level of accuracy, urgency, and critical thinking in every day-to-day tasks.

· Special projects as assigned by management from time to time.

Qualifications:

- Previous experience in an administrative/ customer service related role
- Proficiency in the Microsoft suite of products
- Masterful at managing multiple priorities and changing priorities
- Strong communication skills; the ability to think ahead and proact vs only react
- Solid organizational skills with a strong ability to meet deadlines
- Exceptional analytical and judgement skills
- Naturally positive and engaged person.
- Upbeat, solutions-oriented, and loves achieving results and contributing to the team
- Polished and professional with a strong work ethic
- Pays close attention to detail, ensuring all documentation, spelling, grammar and other information is accurate
- Excellent follow-up skills

Job Types: Full-time, Permanent Pay: $55,000.00-$60,000.00 per year

Benefits

- Dental care
- Extended health care
- Paid time off

Education:
- Secondary School (required)

Experience:
- administrative assistant: 3 years (required)

Language:
- French (preferred)

Work Location: Hybrid remote in Ottawa, ON K2P 2K9

📌 Account Manager (Insurance Industry Preferred) (Ottawa)
🏢 unnamed
📍 Ottawa