RMS Insurance Brokers:
At RMS Insurance Brokers, we are dedicated to protecting the financial well-being of our clients. As a leading insurance brokerage, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture set us apart. If you are looking for interesting and challenging work at a company committed to its people, we invite you to learn more about us.
The Opportunity:
We're looking to fill an opening for a Transfers Administrator to join our Transfers team.
Reporting to the Supervisor, Transfers, the Transfers Administrator is responsible for daily processing of transfers, reviews and approvals, and dealing with escalated items. The successful candidate is collaborative, determined to acquire knowledge and experience, and has the enthusiasm and energy to work in a dynamic environment.
Who you are:
- Service – You put your clients' needs first. You advocate service excellence, work to deliver client-centric solutions, and proactively develop strategic partnerships that allow RMS Insurance Brokers to become a trusted advisor and partner
- Execution – You are committed to achieving your goals and to succeeding. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
What your day looks like:
- Process transfer requests according to service level agreements
- Monitor the transfers mailbox and collect incoming mail
- Initiate new manual or electronic transfers in and transfers out
- Track status and follow-up on initiated transfers
- Provide operational support for transfers to external institutions
- File completed transfer documents and shred all printed documents
- Review and respond to transfer inquiries
- Assist and cover others in the Transfers Department as needed
- Handle special projects or other assignments as requested
Requirements
Your experience and skills:
- Previous experience in back office administration in a financial services or insurance firm
- Extremely detail oriented and accurate
- Strong problem solving skills
- Excellent organizational and multi-tasking skills to meet required deadlines daily
- Strong team player in the department and across departments
- Strong desire and initiative to become a subject matter expert over time and to reach out and understand the functions of other departments in Operations
- Experience with insurance or financial services software is an asset
- Fluent verbal and written communication skills in English
Benefits
Why RMS Insurance Brokers?
At RMS Insurance Brokers, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental, and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning and development and an education assistance program
- Regular social events to foster teamwork
- Flexible hybrid work model
Your Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with RMS Insurance Brokers. Your information will be handled in accordance with applicable Canadian privacy laws. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
How to Apply
Click "Apply" on Indeed and submit your resume. Please answer all screening questions when submitting your application.
Job Type: Full-time
Pay: $45,700.00-$57,212.43 per year
Benefits:
Application question(s):
- Are you comfortable working in a hybrid work model?
- How many years of experience do you have in back office administration in a financial or insurance services firm?
Work Location: Hybrid remote in Vancouver, BC V5Y 1N9
