Office Administrator & Inforce Specialist; Insurance & Financial Services
Job in
London, Ontario, Canada
Listing for:
Financial Horizons
Full Time
position
Listed on 2026-03-14
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
Position: Office Administrator & Inforce Specialist (Insurance & Financial Services)
Do you often get praise for being a strong communicator? Are you a service oriented individual that loves to stay organized? Do you get satisfaction in completing every piece of a puzzle?
Was that three yeses? If so, then you could be the next Office Administrator & Inforce Specialist to join the FH family! This is an entry level position with lots of room to grow within the organization. Curious, and want to know more? Keep reading to see if this position is the one for you!
What will you be doing in this role?
Office reception for guests, carrier representatives and advisorsProvide excellent customer service to both clients and advisors via telephone, email and face-to-face interactionSort and distribute all incoming and outgoing mail; organize and file advisor information including policies, mail and transaction confirmations at high volumesLight scrubbing of applications and advisor contractsDocument scanning of applications, policies, delivery requirements, inforce, investments and contractingOrder and maintain sufficient office suppliesDocumentation control for carrier application revisionsLiaison for service requests between building management and branch officeCommunicates effectively with colleagues, insurance carriers, advisors and clientsWork extensively with back office system, Wealth Serv, as well as insurance carrier websitesLiaison between the advisor and insurance carrierResponsible for maintaining an organized filing system for easy referral and retrievalCommunicate with advisors for missing informationMaintain regular communication and follow up between carriers and advisors throughout the inforce processEnsure advisors receive clear and consistent communicationUpdate and maintain Wealth Serv system with current information and documentation at all timesMeet/exceed SLAs (Service Level Agreements)Perform any other duties as assignedWhat qualifications are required?
Post-secondary degree, diploma, or related work experienceSound knowledge of insurance productsIndustry courses would be an assetWhat competencies are required?
Service orientedSelf-starter and self-motivatedTime management skillsVerbal and written communication skillsAttention to detail and follow throughOrganizational skillsTeamwork and collaborationInterpersonal skillsAdaptabilityWhat should your experience look like?
Proven experience in insurance/financial services industryProven experience in customer serviceProven experience with Microsoft programs such as Word, Excel and OutlookExperience in Wealth Serv an assetBenefits & Perks
As a member of the FH family you can expect a professional yet engaging, supportive and family like environment – our company started with 4 employees! An organization that lives and breathes its DRIVER Values.
These are some of the benefits we provide:
3 weeks of paid vacationExcellent Group Benefits planGroup Retirement Plan with employer matchingFlexible and supportive Personal Days for employee or family illness, emergency etc…Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professionalWellness Credit programPersonal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
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