Onboarding, Operations, and Customer Support Specialist

Job Description

<p><b>JOB STATEMENT:</b></p><p>As the Onboarding, Operations and Customer Support Specialist, you’ll play a key role in licensing, contracting, and onboarding for New Win Succession Inc., its Joint Venture partnerships, and acquired books of business. As the key customer service representative, you will also provide essential backup support for the Office Administrator during high-volume periods and vacations.</p><p>This is an excellent opportunity for someone who thrives in a detail-oriented and process-driven environment.</p><p><br></p><p><b>Why Join Us?</b></p><p>New Win Succession Inc. is a proud partner of the Worldsource Group of Companies. We are a rapidly growing company with endless opportunities for growth and personal development. We are a supportive, collaborative, tight-knit team that values clarity, trust, and autonomy. </p><p><br></p><p>You can work where you thrive. Enjoy the benefits of working from home or choose a hybrid arrangement if you’re near our offices in Vancouver, Mississauga, or Halifax. You’ll enjoy a great benefits package and room to grow as you develop your career with us.</p><p><br></p><p><b>RESPONSIBILITIES:</b></p><ul><li>Provide administrative support throughout the due diligence and acquisition process </li><li>Lead the onboarding process for new books of business and partnerships</li><li>Obtain licensing in home province of entity and in additional provinces as necessary</li><li>Obtain and manage Errors and Omissions insurance</li><li>Coordinate carrier contracting as required</li><li>Complete and submit transfer forms, follow up with carriers, and reconcile acquired books</li><li>Input new books into the Atoms CRM system</li><li>Conduct ongoing maintenance and updates of all the above activities</li><li>Provide backup for the Office Administrator during higher volume periods and vacation</li><li>Support general operations and customer service functions for the house book of business</li><li>Take on all customer service responsibilities</li><li>Provide support for advisors with customer related issues</li><li>Call and manage orphan blocks of business</li></ul><p><br></p><p><b>QUALIFICATIONS:</b></p><ul><li>5+ years’ experience in the life insurance industry in an operations or sales support role</li><li>Life insurance license is an asset</li><li>Strong Microsoft Office skills and proficiency in industry tools like Apexa</li><li>Experience with bookkeeping is an asset</li><li>Self-motivated, detail-oriented, and able to work independently or collaboratively</li></ul><p><br></p><p><b>COMPENSATION:</b></p><p>Commensurate with experience</p><p><br></p><p>Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. </p><p>We thank all applicants for their interest but only those selected for an interview will be contacted.</p>