NFP is a leader in the delivery of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. Our leading, independent broker/dealer offers a wide range of choices from some of the nation's top investment companies. NFP operates and reports in three segments that provide diverse products and services to corporate and high net worth individual clients: the Corporate Client Group, the Individual Client Group and Advisor Services. Our advisors partner with clients to help provide them with comprehensive solutions, backed by NFP's open architecture approach, national scale and resources. NFP is focused on optimizing cross-selling opportunities and building recurring revenue, and diversification, ensuring the company is well-positioned for long-term growth. Primary Objective: Responsible for processing applications, settlements and ongoing communication between NFP Canada's DOT Integrated Financial group, their carriers and clients and the DOT Financial Advisor for the successful completion of policy in force. Key Responsibilities: Processing of Applications and Conversions Process applications and conversions Reviewing applications for accuracy and submitting them to the respective insurance carriers Order medical underwriting requirements including, MVR & Inspection Reports Utilize carrier software for quotes/illustrations, where applicable Utilize software as a check for medical requirements as applicable Follow up and resolve issues from obtaining APS (with client, with client's doctor's office) Follow-up on pending cases Escalate any issues with the application to the DOT Financial Advisor in order to effectively complete the application process Ensure all documents are filed in Client files as well as Sales Force Communicate with DOT Clients and DOT Financial Advisors about the status of application throughout the process Attend meetings as required Policy preparation Prepare Policy Contracts for settling/delivery to clients by following established guidelines, work priorities and deadlines Verify and update In-force Insurance summaries Coordinate a peer review on outgoing packages and summaries to clients to ensure they are accurate and approved by Senior Financial Advisors Notify client that the policy has arrived Responsible for processing applications, settlements and ongoing communication between DOT, carrier, client and Financial Advisor for the successful completion of policy in force Contact clients by phone, text or email to book meetings. Update Sales Force Calendar when meetings are booked Follow up and ensure that settling documents, where applicable are returned by the client and correctly signed Verify accurate client summaries (including spousal); ensure insurance carrier backup is attached to client summaries Update client file Compare group and individual plans Customer Service Ongoing communication with clients, carriers, vendors via email, phone and in writing. Update Sales Force and Client Files with business correspondence, client contact and corrected policy information. Acknowledge receipt of emails or telephone calls from clients immediately and respond to clients regarding client enquiries or complaints within 24 hours. Update clients In-force insurance summaries with backup support from the Insurance Carrier sites. Maintain accurate records of all calls in Sales Force and provide an email to Financial Advisors of incoming calls. Maintain client files, updating their status to ensure company's database is up to date. Escalate problematic issues to Senior Financial Advisors/Director of Operations.