Emplois “WealthServ” au Canada

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• 4j

  New Business and Policy Service Administrator

  Vancouver, BC +2

  Temps plein

  PM

  PPI Management Inc.

  2+ ansCandidates need 2-5 years of administrative experience in the life insurance industry, preferably in new business or policy service. They need knowledge of life insurance products and underwriting, strong attention to detail, WealthServ and Microsoft Office skills, and good communication. Industry designations and French-English bilingualism are assets.

  WealthServ, Microsoft Office

  4j

  Business Development Coordinator - ON

  Toronto, ON

  Temps plein

  PM

  PPI Management Inc.

  3+ ansCandidates need at least 3 years of administrative experience, excellent MS Office skills and strong organization. Knowledge of life insurance sales is strongly desired, and French-English bilingualism is preferred.

  PowerBI, MS Office, PPI Advisor Portal, WealthServ, Secure Messaging

  7j

  Business Development Coordinator, Strategic Relationships

  Toronto, ON +2

  Temps plein

  PM

  PPI Management Inc.

  3+ ansPPI Management Inc. needs at least 3 years of administrative experience, strong MS Office skills, and excellent organization and communication. A college diploma or university degree, or equivalent experience, is required; French and English bilingualism and life insurance knowledge are preferred.

  PowerBI, MS Office, WealthServ, PPI Advisor Portal, Secure Messaging

  28j

  Contracting Administrator

  Québec, QC

  Temps plein

  PM

  PPI Management Inc.

  2+ ansCandidates need at least 2 years of contracting experience with a Managing General Agency or similar environment, strong organization, accuracy and data entry skills, and knowledge of WealthServ, APEXA and Microsoft Office. Bilingual French and English and industry designations (FLMI, ACS, AIAA) are assets.

  APEXA, WealthServ, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint

  1 mois

  Senior Consultant, Advanced Underwriting

  Québec, QC +7

  Temps plein

  PM

  PPI Management Inc.

  5+ ansCandidates need 5 to 10 years of underwriting experience, full bilingual fluency in French and English, and experience serving high net worth advisors. Strong service, analytical, communication and Microsoft Office skills are needed, and an AALU or FALU designation and business degree are preferred.

  WealthServ, Microsoft Word, Microsoft Excel, Microsoft Outlook

• 4j

  Data Feeds Specialist (Contract position)

  Ontario +1

  48k–72k $/an

  

  The Canada Life Assurance Company

  1+ ansCandidates need a post-secondary degree, diploma or equivalent certification and 6 months to 1 year of insurance or financial services experience. Novice Excel skills, comfort with Microsoft Word and Outlook, and strong attention to detail are required.

  WealthServ, Excel, Microsoft Word, Microsoft Outlook

• 18j

  Receptionist & Customer Service Administrator

  London, ON

  

  THE EMPIRE LIFE INS. CO: The Empire Life Insurance Company (Empire Life) is a proud Canadian company that has been in business since 1923.

  2+ ansCandidates need a college diploma, university degree or equivalent experience, at least two years of customer service experience, and strong problem-solving skills. Insurance industry knowledge, Wealthserv, SharePoint and Microsoft Office skills are assets, and English proficiency is required.

  Wealthserv, SharePoint, Microsoft Office, Telephone system, Fax

• 22j

  Transfer Specialist

  York, ON +5

  HybrideTemps plein

  HF

  Hub Financial Inc.

  Candidates need attention to detail, strong organization and communication skills, and intermediate Word and Excel skills. Experience in financial services, insurance or MGA operations, block transfers and WealthServ or APEXA is an asset.

  WealthServ, APEXA, MS Word, MS Excel, Online meeting platforms

  1 mois

  Transfer Specialist

  Woodbridge, ON +4

  HybrideTemps plein

  HF

  Hub Financial Inc.

  1+ ansCandidates need 1-2 years of relevant experience, strong attention to detail, and the ability to manage multiple priorities. Intermediate MS Word and Excel skills, good written and verbal communication, and experience in financial services, insurance or MGA operations are assets.

  WealthServ, APEXA, online meeting platforms

  1 mois

  Advisor Compliance and Business Practices Specialist

  Woodbridge, ON

  HybrideTemps plein

  HF

  Hub Financial Inc.

  3+ ansCandidates need three or more years of life insurance administration experience in an insurer or managing general agency, plus background in broker contracting and compliance. Strong Microsoft Office skills, attention to detail and confidentiality are required.

  Microsoft Excel, Microsoft Outlook, Microsoft Word, WealthServ, APEXA

• 26j

  Contract Specialist

  Hamilton, ON

  

  STRIVE Recruitment: STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration,…

  1+ ansCandidates need at least 1 to 2 years in insurance or financial services, with direct experience in contracts, transfers or MGA operations. Apexa proficiency is required, and WealthServ or FundServ experience is an asset.

  Apexa, WealthServ, FundServ

5 entreprises