Location: Edmonton or Calgary
JOB STATEMENT:A minimum of two years of professional administrative experience is required to perform diverse duties in our Head Office that combine Life and Living Benefit Insurance knowledge with case coordination responsibilities. Candidates should have a strong understanding of Life and Living Benefit Insurance products and demonstrate a high level of accountability.The successful candidate will thrive in an environment of continuous learning, possess strong attention to detail for accurate data entry and reporting, and be able to effectively prioritize and manage multiple tasks.
RESPONSIBILITIES:Processing new insurance business including a review of applications and forms for accuracy; electronic submission of applications; electronic follow-up on all pending cases until completion;Providing new business updates and reports to producers on pre-issue and post-issue requirements;Building strong relationships with Home Office Underwriting team and other 3rd party administrators in order to handle underwriting and service issues;Providing assistance to insurance advisors regarding both new and existing policy information as needed;Providing exceptional customer service to all clients; andPerform other administrative duties as required.
QUALIFICATIONS:Minimum 2 years experience with life and living benefit insurance.Be detailed oriented.Be comfortable and supportive in a team environment.Have better than average knowledge of office equipment and computer proficiency necessary, including Outlook Express and Microsoft Office programs (word, excel, power-point).Requires a sense of urgency and ability to prioritize responsibilities.Outgoing and professional personality essential in building strong relationships with producers, peers, and supervisors.The ability and desire to adapt to changes in circumstances.Very strong customer service skills required.Knowledge of Insurance Carrier Website’s, WealthServ is very beneficial.
COMPENSATION:Commensurate with experience.
If you are interested in applying for this position, please forward a cover letter and resume in confidence to .Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
Location: Edmonton or Calgary
JOB STATEMENT:A minimum of two years of professional administrative experience is required to perform diverse duties in our Head Office that combine Life and Living Benefit Insurance knowledge with case coordination responsibilities. Candidates should have a strong understanding of Life and Living Benefit Insurance products and demonstrate a high level of accountability.The successful candidate will thrive in an environment of continuous learning, possess strong attention to detail for accurate data entry and reporting, and be able to effectively prioritize and manage multiple tasks.
RESPONSIBILITIES:Processing new insurance business including a review of applications and forms for accuracy; electronic submission of applications; electronic follow-up on all pending cases until completion;Providing new business updates and reports to producers on pre-issue and post-issue requirements;Building strong relationships with Home Office Underwriting team and other 3rd party administrators in order to handle underwriting and service issues;Providing assistance to insurance advisors regarding both new and existing policy information as needed;Providing exceptional customer service to all clients; andPerform other administrative duties as required.
QUALIFICATIONS:Minimum 2 years experience with life and living benefit insurance.Be detailed oriented.Be comfortable and supportive in a team environment.Have better than average knowledge of office equipment and computer proficiency necessary, including Outlook Express and Microsoft Office programs (word, excel, power-point).Requires a sense of urgency and ability to prioritize responsibilities.Outgoing and professional personality essential in building strong relationships with producers, peers, and supervisors.The ability and desire to adapt to changes in circumstances.Very strong customer service skills required.Knowledge of Insurance Carrier Website’s, WealthServ is very beneficial.
COMPENSATION:Commensurate with experience.
If you are interested in applying for this position, please forward a cover letter and resume in confidence to .Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
JOB STATEMENT:Reporting to the Manager, Investment Administration, the Investment Administrator works in afast-paced environment and is responsible for processing segregated fund trades and performing a variety of administrative tasks within the department. The ideal candidate is highly motivated, detail-oriented, and committed to accuracy. This role requires strong analytical and research abilities, as well as the initiative to proactively identify and resolve issues.
RESPONSIBILITIES:Executing segregated fund trades with accuracy and efficiency;Opening new accounts for Segregated Funds, Annuities, and Guaranteed Investment Accounts (GIAs);Delivering timely and accurate annuity quotes upon request;Tracking, monitoring, and proactively following up on pending transfers and trades;Preparing, completing, and distributing investment applications and related documentation;Producing assigned reports and carry out administrative tasks as directed by the Manager, Investment Administration;Communicating professionally and build strong, service-focused relationships with advisors; andReviewing and resolving daily transaction exceptions to ensure processing accuracy.
QUALIFICATIONS:Post-secondary education1 –2 years similar experience within the investment industry an assetStrong knowledge of Microsoft Office and OutlookStrong customer focus, service orientation and professional acumenExcellent communication, organizational and listening skillsDedicated team player with the ability to take the initiative and be independentKnowledge of Wealthserv an asset
COMPENSATION:Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to . Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates,including persons with disabilities. In compliance with AODA, Worldsource will endeavor to provide reasonable accommodation to people with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
JOB STATEMENT:Reporting to the Manager, Investment Administration, the Investment Administrator works in afast-paced environment and is responsible for processing segregated fund trades and performing a variety of administrative tasks within the department. The ideal candidate is highly motivated, detail-oriented, and committed to accuracy. This role requires strong analytical and research abilities, as well as the initiative to proactively identify and resolve issues.
RESPONSIBILITIES:Executing segregated fund trades with accuracy and efficiency;Opening new accounts for Segregated Funds, Annuities, and Guaranteed Investment Accounts (GIAs);Delivering timely and accurate annuity quotes upon request;Tracking, monitoring, and proactively following up on pending transfers and trades;Preparing, completing, and distributing investment applications and related documentation;Producing assigned reports and carry out administrative tasks as directed by the Manager, Investment Administration;Communicating professionally and build strong, service-focused relationships with advisors; andReviewing and resolving daily transaction exceptions to ensure processing accuracy.
QUALIFICATIONS:Post-secondary education1 –2 years similar experience within the investment industry an assetStrong knowledge of Microsoft Office and OutlookStrong customer focus, service orientation and professional acumenExcellent communication, organizational and listening skillsDedicated team player with the ability to take the initiative and be independentKnowledge of Wealthserv an asset
COMPENSATION:Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to . Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates,including persons with disabilities. In compliance with AODA, Worldsource will endeavor to provide reasonable accommodation to people with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
JOB STATEMENT: Reporting to the New Business Manager and working in a fast paced environment, the successful candidate will be responsible for processing new business applications and policy contracts. In addition, the New Business administrator will assist the Case Specialists as required.
RESPONSIBILITIES: Processing Applications, Policy Contracts and Delivery Requirements;Distributing Inforce and New Business Notices;Building strong working relationship with internal and external partners (i.e. Life carrier companies and independent brokers);Reviewing Daily Data Feed Report;Document Scanning; andGeneral office assistance, including switchboard backup.
JOB SPECIFICATIONS: Strong knowledge of Microsoft Office and Outlook.Strong customer focus, service orientation and professional acumen.Excellent communication, organizational & listening skills with attention to detail.Dedicated team player with the ability to take the initiative and be independent.Working knowledge of Wealthserv, Lifeguide, & life insurance carriers product software an asset.
COMPENSATION:Commensurate with experience; $40,000 to $45,000
If you are interested in applying for this position, please forward a cover letter and resume in confidence to . Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities.In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
JOB STATEMENT: Reporting to the New Business Manager and working in a fast paced environment, the successful candidate will be responsible for processing new business applications and policy contracts. In addition, the New Business administrator will assist the Case Specialists as required.
RESPONSIBILITIES: Processing Applications, Policy Contracts and Delivery Requirements;Distributing Inforce and New Business Notices;Building strong working relationship with internal and external partners (i.e. Life carrier companies and independent brokers);Reviewing Daily Data Feed Report;Document Scanning; andGeneral office assistance, including switchboard backup.
JOB SPECIFICATIONS: Strong knowledge of Microsoft Office and Outlook.Strong customer focus, service orientation and professional acumen.Excellent communication, organizational & listening skills with attention to detail.Dedicated team player with the ability to take the initiative and be independent.Working knowledge of Wealthserv, Lifeguide, & life insurance carriers product software an asset.
COMPENSATION:Commensurate with experience; $40,000 to $45,000
If you are interested in applying for this position, please forward a cover letter and resume in confidence to . Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities.In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.We thank all applicants for their interest but only those selected for an interview will be contacted.
