Hunter Mercantile Looking for Operations Manager (Life Insurance) at Greater Hamilton (Burlington) Metropolitan Area Full Time

The Client: Our client, one of Canada’s premier life insurance distributors, is seeking a highly organized and experienced Insurance and Investment Operations Manager to join their growing company. As the Insurance and Investment Operations Manager, you will be responsible for the management of the insurance and investment case coordination teams and the smooth operation of the department.

What the Insurance and Investment Operations Manager role offers you:

• An opportunity to demonstrate your leadership skills and grow with an organization that supports your career.
• A dynamic place to work where you are not just a number but an integral part of a supportive, collaborative environment and where your contribution counts.
• High personal satisfaction in working with a company that offers an insurance and investment service that is beneficial for the financial wellness of all Canadians.

Duties: As the Insurance and Investment Operations Manager you will be responsible for:

• Demonstrating compassionate leadership by ensuring that staff are being properly supported in a positive fashion.
• Liaise with senior management with regular updates.
• Lead and manage a team of insurance case coordinators and investment service representatives, providing guidance, training, mentoring, coaching, and support as needed to ensure that performance goals and objectives are being met and that work is completed in an accurate, efficient, and timely manner.
• Act as a liaison between the insurance case coordination team, investment service representatives, and other departments within the organization.
• Process map, develop and implement best practices to ensure consistent and efficient workflow for the team. Create training materials for advisor facing platforms.
• Develop and maintain strong relationships with financial advisors, insurance carriers, and 3rd party suppliers.
• Maintain insurance back-office platform (iPipeline) and insurance carrier in-force commission and transaction feeds.

Qualifications: As the ideal candidate you possess:

• Minimum of 5 years of experience in the insurance/financial services industry
• Minimum of 5 years leadership, managerial or supervisory experience
• Strong knowledge of life insurance products
• Highly organized and detail-oriented, with the ability to manage multiple priorities.
• Strong leadership skills, with the ability to motivate and inspire staff to achieve objectives.
• Excellent communication skills with the ability to effectively communicate with advisors, insurance carriers, and internal stakeholders.
• Proficient in Microsoft Office 365 suite and other relevant software applications an asset.

Compensation: Commensurate with experience our client is offering a generously competitive base salary and benefits.

Interested and qualified parties are invited to contact:

David J. Corsini, Principal – Hunter Mercantile Search Consultants

Hunter Mercantile is a corporate recruitment firm recognized throughout North America as a boutique for placement in wealth management and insurance. For further information we invite you to visit our website at www.huntermercantile.com