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Our financial services firm is dynamic and growing. We have an immediate need for a Manager, In-Force Business to join our team in Halifax, NS.
What are we looking for?
Our client service team is second to none. They are professional, personable and methodical in every aspect of their work and are the backbone of our Bloom Wealth team. Are you an outgoing and trustworthy individual? Is your reliability unwavering? Are you able to prioritize, self-initiate, moderate, multitask and complete your work in a timely manner – with meticulous attention to detail – and all of this while maintaining a positive attitude?
The best companies know that in order to “bloom”, you have to create a culture of individuals who are engaged and motivated! We pride ourselves on providing a respectful, fun and driven environment where you enjoy coming to work as part of a supportive team.
We are looking forward to meeting the next member of our Bloom team!
Who is Bloom Wealth?
Bloom Wealth is a full-service financial services firm serving clients throughout Atlantic Canada and across Canada, from our offices in Halifax and Corner Brook. We pride ourselves for being a family-oriented, boutique financial services firm. We are exceptionally attentive to our clients and driven by our commitment to provide first-class advice in a friendly and comfortable atmosphere.
We are driven by a mantra of care, trust and growth for our team, business and community. Our knowledgeable advisors are experts in their field and collaborate constantly to ensure our clients are receiving the most practical and well-rounded advice available. We passionately believe in planning for and protecting our client’s families and businesses so that they can focus on what’s important to them.
The Role:
The Manager, In-Force Business is responsible for providing dedicated business support to the firm’s financial advisors and their teams. This includes providing new business, insurance case management, and ongoing in-force support for insurance and investment clients. Your focus would be on in-force insurance and investments, however, you would be well versed to take on any role in the client service department, as needed.
What would my days look like?
Insurance & Investment Management:
Administrative assistance to Bloom advisors in sales preparation, ongoing service, and client maintenance.
- For investments: processing new accounts and trades; maintaining proper paperwork on each transaction (mutual funds and segregated funds)
- For insurance: following all in-force business (and some new business)
- Timely communication between the advisor, insurance carrier and others to ensure client needs are met on a timely basis throughout the in-force (and application when needed) process.
- Ensure compliance procedures are enforced and consistently maintained for all insurance and investment business
- Document scanning of applications, policies, delivery requirements in-force, investments and contracting
- Organize and file advisor information including policies, mail and transaction confirmations at high volumes
- Dealing with service providers to ensure client needs are met with the highest level of client satisfaction
- Work extensively with financial back-office systems, WealthServ, MGA’s, DocuSign, Salesforce as well as all insurance carrier websites
- Meticulously maintain electronic records, notes and files in CRM, as well as ensuring timely follow-ups
- Obtain in-force illustrations as required
- Confirm client annual premiums have been paid
- Coordinate between client, lender and insurance company for funding as required
- Ongoing coordination of in-force lending agreements as required
General Office:
- Manage internal CRM system
- Answer phones during business hours and assist clients with requests or pass messages to advisors for product-related or investment portfolio questions.
- Assist in office-related tasks such as ordering supplies, filing, dealing with suppliers, marketing support when needed, etc.
- Some office compliance management
- Some business and licensing registrations
- Attend provider seminars as required
- Maximize office efficiency
- Take on special projects, as required by the management team
- Maintain all mandatory CE requirements for your licensing
Requirements:
- Proven comprehensive experience in insurance and investment administration
- Hold a current Life, Accident & Sickness and Mutual Fund license
- Business Administration Degree/Diploma or equivalent
- Attention to detail and highly organized
- You own problems through to resolution; demonstrate the ability to make sound and timely decisions, and apply analytic/systematic reasoning to positively impact results, organizational performance, and the customer experience
- Knowledge of office management systems and procedures
- Ability to design, implement & maintain processes for office efficiency
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Excellent time management skills and the ability to prioritize work in a high-volume environment
- Excellent written and verbal communication skills
- You do what is right and work with the highest level of integrity
Salary & Benefits:
- We pride ourselves on providing an exceptional salary and benefits package for an exceptional team member.
- Full-time: Monday – Friday (40 hours per week)
- Salary Range ($75K) plus benefits (100% covered minus LTD) Cell Phone, and options for bonusing up to $5% of salary.
- Vacation 4-5 weeks per year
*All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire.
While we appreciate your interest in applying, we will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
Please send us your resume along with a cover letter describing how your experience uniquely positions you for this role.
Application DEADLINE: JUNE 30, 2024
Apply directly to:
Anna Hounsell
Subject Line: Manager, In-Force Business