Inforce Specialist / Branch Office Coordinator - temporary full time

Temporary Full Time

As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right prospects and solutions at the right time for them.

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

Financial Horizons continues to operate independently in the marketplace.

The Branch Office Coordinator/In-force Specialist is an in-office position responsible for general branch administration including office reception, handling incoming and outgoing mail, and keeping the office organized and supplied. This role is also responsible for Inforce activities including policy updates and changes, ensuring the back-office system and carrier websites are updated, obtaining any missing or incomplete information from advisors or clients, and following up as required with advisors and carrier partners.





This is an entry level position with lots of room to grow within the organization.

What you will do:
Office reception for guests, carrier representatives and advisors
Provide excellent customer service to both clients and advisors via telephone, email and face-to-face interaction
Sort and distribute all incoming and outgoing mail; organize and file advisor information including policies, mail and transaction confirmations at high volumes
Scanning & emailing of various documentation for processing and advisor delivery
Order and maintain sufficient office supplies
Liaison for service requests between building management and branch office
Communicates effectively with colleagues, insurance carriers, advisors and clients
Perform any other duties as assigned

Inforce
Process inforce policy change requests on behalf of advisors or clients (for orphan cases) ensuring Service Level Agreements are met
Communicate with advisors to obtain and/or clarify any missing or incomplete information
Update and maintain information in WealthServ and insurance carrier websites, including attaching all emails or other supporting documentation into the file
Process

📌 Inforce Specialist Vancouver (Canada)
🏢 Canada Life Group
📍 Canada