New Business Specialist - 12 Month Contract Temporary Full TimeAs one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.Financial Horizons operates independently in the marketplace, providing support to advisors throughout the life insurance sales process.The New Business Specialist is responsible for the end-to-end case management of life new business applications. This role ensures that all requirements are met for underwriting of the new policy, and performs regular follow‑ups throughout the process with insurance carrier partners.What you will doProvide case management to the assigned advisor ensuring that SLAs (Service Level Agreements) are metCritically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues in order to promote an efficient new business processOrder all medical requirements depending on the circumstances of the caseRegularly and timely follow up regarding pending business casesMaintain regular communication between carriers and advisors throughout underwriting process to completionEnsure advisors receive clear and consistent communication regarding pending casesWork extensively with back office systems, WealthServ, as well as insurance carrier websitesUpdate and maintain WealthServ system with current information at all timesResponsible for maintaining an organized filing system for easy referral and retrievalWhat you will bringCompletion of Post-Secondary School, or equivalentMinimum of 1 year experience in the insurance and financial services industry considered an assetProven experience in Microsoft Office applicationsKnowledge of WealthServ an assetExcellent organizational and time management skillsStrong interpersonal and communication skills. Communicates effectively (internally and externally)Customer service mindsetDemonstrated flexibility and adaptability to work in an ever-changing environmentThe base salary for this position is between$45,600 - $68,400annually. This represents base salary only and does not include other variable compensation components.What we offer:Career Development : Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.Health & Wellness : Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.Time Off : In addition to regular vacation and personal days, we support community involvement with a volunteer day.Financial Security : Company-matching pension plan, share ownership program and additional investment options.Rewards and Recognition : Employee recognition programs, service milestone celebrations, employee discounts and more!Emphasis on Community : We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact All information will be handled in accordance with applicable laws and Canada Life policies.Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.Requisition ID: 6221Category: Customer Service and AdministrationLocation: Ottawa, Ontario, K1Z 8R9#J-18808-Ljbffr