Job Description
Note: The job is a remote job and is open to candidates in USA. Experior Financial Group Inc. is seeking a highly motivated Bilingual Client Services Administrator who excels in both collaborative and independent settings. The role involves managing client interactions, supporting financial associates, and maintaining departmental processes in a dynamic work environment. Responsibilities Work with insurance providers to connect clients with new financial associates Communicate between clients, agents, and insurance providers to transfer enforce policies Establish solid working relationships with the sales force and support them with processing client applications Review client transfer forms to ensure completion and required agent codes are included Maintain and update department process manual Perform other duties pertaining to the Client Services department requested by your immediate manager Skills Prior experience in office administration is required Professional proficiency in French and English is required Exceptional written and verbal communication skills, with the ability to convey information clearly and professionally across all channels Friendly and approachable demeanor, capable of building rapport while explaining complex information Highly organized with excellent time management skills; able to prioritize and manage multiple tasks in fast-paced environments Technically proficient, with the ability to quickly learn and adapt to new software and systems Calm and solution-oriented under pressure, maintaining a positive and proactive approach Strong critical thinking and problem-solving abilities Reliable, trustworthy, and committed to accuracy and attention to detail Demonstrates accountability, ownership of responsibilities, and openness to feedback Must reside and be authorized to work in Canada Background in an IMO or insurance sector is a plus Benefits Work-life balance with paid vacation and sick days Competitive compensation Comprehensive medical, dental, and vision benefits Flexible work options: on-site remote, and hybrid Career growth and development opportunities Diverse team environment Straight day shifts with no weekends Company events and celebrations Tuition reimbursement Company-provided equipment Company Overview Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services. It was founded in 2014, and is headquartered in Guelph, Ontario, CAN, with a workforce of 51-200 employees. Its website is