Life and Health Insurance Administrator

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you! Your success is our success and our purpose of "we're here to help people" is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!

We are looking for a Life and Health Insurance Administrator to join BrokerLink and work out of our Woodbridge, Ontario branch on our National Distribution Team, on a Permanent FT Basis.

As part of our employee promise, here are some of the many perks of working with us:

• Flexible health and dental insurance benefits package
• Personal Spending amount to invest in your healthy lifestyle
• RRSP - Registered Retirement Savings Plan with Company matching
• ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
• 'Dress for your day', dress according to your daily schedule
• Competitive compensation package with bonus aspect
• Employee discount program, including Apple, Bell, Rogers and more!
• Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
• Working for an employer who is regularly recognized as one of Canada's best employers such as Kincentric 2024

What the Role Entails:

• Work amongst a team of Life and Health Insurance Administrators supporting Life Advisors in achieving annual growth targets through sales and retention
• Work with various Life Insurance Companies and MGA's
• Deliver on quality client service meeting defined service standards.
• Collaborate with Advisors, Life Administrators, and Insurers with a view to meeting client requests for policy changes
• Support and assist Life and Health new business processes, in force and renewal processes, endorsements, summaries, statements and other necessary tasks within the client policy life cycle
• Maintain high quality Client Files and documentation within our Broker Management System ensuring Industry Compliant Practices are adhered to.
• Complete Client touch points throughout the policy life cycle
• Identify cross sell, policy renewal and conversion opportunities for the Life Advisor to support the departmental growth goals
• Coordinate incoming and outgoing correspondence with clients, companies, MGA and Sales Advisors
• Participate in company initiatives, and individual personal learning and development throughout the performance cycle.

The Successful candidate will have:

*If you feel you have the equivalent skills, please apply*

• Post-Secondary Education
• Life Insurance, Health Insurance, Travel Insurance and Wealth Product knowledge and working experience
• Bilingual as an asset
• Computer skills - Keyboarding and MS Office
• Exposure to Epic is an asset
• Strong focus on accuracy and attention to detail
• Strong time management and organizational skills
• Conscientious and able to maintain confidentiality
• Life License is an asset

We thank all applicants for their interest, but only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink! Visit our new dedicated Webpage - https://www.brokerlink.ca/campaign/discover-brokerlink

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our