Our goal is to help our clients feel confident in their decisions, secure that we will be there for any urgent need, and connected to PROLINK as their trusted insurance resource. By nurturing one-on-one relationships with our clients, we have built a reputation as valued advisors and advocates nationwide.
The Role:
As a Coordinator, L&B Administration in PROLINK’s Life and Benefits department, you’ll provide administrative support to the Life and Group Benefits Administration Team and Life Account Executives. This is an exciting opportunity to work in a dynamic and challenging environment. You will work in a collaborative team with many opportunities for growth to increase your skillset.
The Requirements:
The ideal candidate should meet many to most of the following requirements:
Education: High School Diploma.
Experience: A minimum of 2 years of experience in an administrative capacity, with basic bookkeeping abilities. Experience in an insurance brokerage or insurance company is an asset. Contracting and commission experience with MGAs.
Technical Skills: Strongly preferred:
MS Office Suite, including Outlook and Excel;
SIG by KEAL;
Insurers’ quoting software (Canada Life, iA, iA excellence, CPP, Equitable Life, Manulife, and Manulife, RBC, Desjardins Financial, etc.);
APEXA, an industry-wide contracting and & broker compliance platform; and
Insurers’ extranet and FASAT web re contract and compensation.
Soft Skills: A team player with a client-centric approach, ready to deliver great service. Comfort with managing multiple demands, with proven organizational, time-management and prioritization skills.
Attitude: A positive attitude with the flexibility to support the team with any ad-hoc needs.
Deliverables by first quarter:
Full knowledge of PROLINK exclusive Association Benefits Plans.
Able to quote with ease, process new business, and manoeuver portals.
Takes initiative in identifying marketing areas that need adjustments.
Duties and Responsibilities:
To perform administrative duties in support of the Life and Benefits Department;
Providing support to the Senior Manager, and Vice President of the Department with any administrative support
Servicing New Business & Inforce Business for Individual & Group Life & Group Benefits insurance;
Liaising between insurers and brokers including internal PROLINK Brokers, PROLINK Broker Network PBNet.ca with marketing, underwriting, claim and inforce policy change functions;
Updating all files, scanning files to a shared drive, and sending hard copies to brokers;
Tracking brokerage compensation for the Life and Benefits of PROLINK Insurance Inc.;
Implementing compliance procedures & periodically assisting in updating compliance manuals & procedures;
Implementing procedures for Agent screening & monitoring on an ongoing basis;
Assisting in marketing and sales projects
The Benefits:
Enjoy a competitive compensation package;
Access comprehensive medical and dental benefits that will come in force on your first day as an employee;
Experience the heart of Toronto’s financial district when in the office. PROLINK is steps away from Union Station and is connected to St. Andrew subway station;
Work for a company that has the best of both worlds: the professionalism and success of a corporate environment, with the family-oriented and collaborative feel of a small business;
Grow your career in an organization that loves to recognize and reward its top talent;
Get to know your colleagues through one of our many social events (currently online);
Relish in the comfort of working from home and from our office (as circumstances permit and require).
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