Neilson Financial Services is a rapidly growing, multi-jurisdictional life insurance group operating across the UK, Canada, Australia, US and expanding globally. We design, market, distribute, and administer life insurance products through proprietary Neilson Financial Services is a rapidly growing, multi-jurisdictional life insurance group operating across the UK, Canada, Australia, US and expanding globally. We design, market, distribute, and administer life insurance products through proprietary and affinity brands. As we scale, we are building a world-class leadership team and support structure.and affinity brands. As we scale, we are building a world-class leadership team and support structure.

Job Description

The Licensing Assistant Administrator is a vital member of our Operations team, supporting the management of licensing processes for our insurance products and representatives. This is an exciting opportunity for a detail-oriented and proactive individual to contribute to the effectiveness and compliance of our global insurance distribution. You will work collaboratively across departments and help ensure we operate within required legal and regulatory frameworks.

Key Responsibilities in Licensing and Administration

• Support the application, renewal, and maintenance of licences for company insurance representatives across multiple jurisdictions.
• Onboarding Support: Positively welcome new Sales Advisors to the business, creating a great first impression of Neilson.
• Licensing Administration: Participate in the onboarding of Sales Advisors by requesting information required for their licensing applications and providing practical support with electronic and paper-based application processes.
• Insurance Coordination: Help Advisors secure Errors and Omissions Insurance and assist with annual renewal applications.
• Renewal Management: Assist with license and insurance renewal notifications and support renewal applications.
• Record Maintenance: Update the SSRS system, tracking sheets, and Advisor folders to ensure a complete and accurate audit trail of licenses and insurance.
• Expense Reconciliation: Monthly reconciliation of corporate credit card expenses.
• Refund Processing: Process advisor refunds for expenses incurred by completing the expense report.
• Offboarding Support: Offboard Sales Advisors when they resign or are let go from Neilson.

Qualifications and Experience for Licensing Administrator

Attributes

• Organizational Skills: Excellent organizational skills with the ability to prioritize workload to achieve results.
• Relationship Building: Ability to develop and maintain positive relationships with multiple stakeholders.
• Detail-Oriented: A diligent and detail-oriented individual who takes pride in their performance.
• Proactive and Flexible: A proactive self-starter who is flexible and solution driven.
• Team Player: Strong desire to help others achieve within a team environment.
• Adaptability: A high degree of adaptability and ability to embrace change.
• Confidentiality: Capability to deal with confidential information tactfully and with discretion.

Skills, Knowledge & Experience

• Minimum of 2 years’ experience within a business administration function.
• Previous insurance licensing experience is desired but not essential.
• Proven ability to interact and communicate effectively over the telephone and face-to-face in a clear and professional manner.
• Ability to work well under pressure and meet deadlines.Skilled PC and Microsoft Office user.
• Accuracy and attention to detail are required.

Accessibility for Job Applicants

We strive to make our application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. We will work with you to provide suitable accommodations to support your application.

Equal Opportunity Employer

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is core to our company values.

If you are passionate about delivering excellence, thrive in a detail-oriented and collaborative environment, and want to be part of a high-performing team, we would love to hear from you!