Bilingual Client Services Administrator

Bilingual Client Services Administrator (English/ French)

"Building financial foundations for families to empower them today and leave a legacy for tomorrow.” 

Experior Financial Group is looking for a highly motivated Bilingual Client Services Administrator who excels in both collaborative and independent settings and can effectively manage multiple tasks. This role offers stimulating challenges and opportunities for skill development. The ideal candidate is passionate about delivering exceptional service, who enjoys problem-solving, and thrives in a fast-paced environment. If you are highly organized, detail-oriented, and enjoy building relationships while helping others

Join our team to enjoy a positive work environment and a supportive group. We offer excellent career advancement opportunities for those who are dedicated and driven. As we grow rapidly, we seek someone committed to striving for excellence.

Responsibilities:

• Coordinate policy transfer requests between clients, agents, and insurance carrier partners.  
• Communicate professionally with clients, agents, insurance carriers, and internal departments.  
• Review communications, transfer forms, and supporting documentation to ensure completeness and accuracy before processing.  
• Follow up on outstanding requirements and provide timely updates throughout the transfer process.  
• Build and maintain positive working relationships with agents, carrier partners, and internal teams.  
• Respond to inquiries by phone, email, ticketing platforms, and other internal communication channels.  
• Accurately maintain client records and update internal systems.  
• Identify opportunities to improve processes, workflows, and overall service delivery.  
• Maintain departmental procedures, process manuals, templates, and reference documentation.  
• Support departmental projects and complete additional responsibilities assigned by your immediate manager.

Qualifications:

• Previous experience in office administration, client services, customer service, operations support, or a related administrative role; experience in the financial services, insurance, or MGA industry is an asset.
• Professional proficiency in both English and French (written and spoken) is required.
• Proficiency with Microsoft 365 (Outlook, Word, Excel, and Teams); experience with CRM systems, ticketing platforms, or workflow management tools is an asset.
• Excellent communication, organizational, and time-management skills, with the ability to prioritize competing deadlines and deliver accurate, high-quality work.
• Strong attention to detail, critical thinking, investigative, and problem-solving abilities.
• Self-motivated with a strong work ethic, sense of ownership, accountability, and the ability to work independently while contributing to a collaborative team.
• Professional, adaptable, and solution-focused, with confidence and empathy to communicate complex or sensitive information.
• Must reside and be authorized to work in Canada.

What Experior Financial Group Inc. can offer you:  

• Competitive compensation and a comprehensive total rewards package, including an employee group savings program, and group benefits coverage (health, vision, dental, disability, and life insurance), as well as access to mental health supports and an Employee Assistance Program. 
• Growing organization with long-term career opportunities. 

• Remote opportunities available. 

• Ongoing training and development to help you grow your skills. 

• Opportunity to work alongside experienced industry professionals and leaders. 

• Collaborative, supportive team environment where your contributions are recognized and valued. 

• Culture built on integrity, respect, and continuous improvement. 

Pay Range - $56,160 - $60,320/yr CAD

The compensation range reflects a data-driven estimate of starting base pay for full-time (40 hours per week) employment. Individual pay may vary based on geographic location, job related skills, knowledge, experience, education etc. 

Accessibility and Accommodation 

Accommodations are available throughout the recruitment and selection process for applicants with disabilities. If you require accommodation at any stage of the recruitment process, please notify us and we will work with you to meet your needs. 

Artificial Intelligence
 

No artificial intelligence (AI) is used to screen, assess, or select applicants for this position. 

Vacancy Status 

Experior Financial Group Inc. is committed to job posting transparency. This posting is for an existing vacant role within the organization. 

Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!