Sales & Accounting Administrator managing billing and payment processes for a cybersecurity scale - up. Collaborating on financial coordination and ensuring invoicing accuracy with external relations.
About the role
- Inforce Service Administrator role at HUB Financial offering support to life insurance advisors. Liaising with policyholders and insurance carriers to provide seamless customer service and guidance.
Responsibilities
- Liaise between policyholder, advisors and insurance carriers
- Handle a variety of service inquiries throughout the lifecycle of a life insurance policy
- Maintain an understanding of the different Insurance Carriers’ inforce-related processes
- Exercise sound judgement when providing administrative support and guidance
Requirements
- A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistently
- Clear written and oral communication skills
- Ability to identify and analyze problems and provide optimal solutions
- Previous life insurance industry experience
- Practical experience with MS Office Suite and online meeting platforms
Benefits
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
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