Insurance Advisor Assistant

Found in: Jooble CA O C2 - 8 hours ago

Canada 10 Percent Recruiting Ltd Full time

Position Title: Insurance Advisor Assistant

Location: Greater Edmonton Metropolitan Area, Alberta

Type: Permanent, on-site

The Position

Join our esteemed client in the financial services sector as an Advisor Assistant. We are seeking a detail-oriented, proactive, and results-driven professional to complement our client’s internal team of Advisors. The ideal candidate will possess experience in the insurance sector and a strong inclination towards both administrative support tasks and client-facing activities.

What You'll Do

  • Efficiently handle insurance cases, ensuring timely processing of new client applications, as well as proactively anticipating term renewals for the following products: Term Insurance, Critical Illness Insurance, Group Plan Administration, Health & Dental Insurance, Permanent Insurance, Disability Insurance, Accident & Sickness.
  • Stay on top of insurance term renewals, proactively communicating with clients and advisors to ensure seamless renewal processes.
  • Demonstrate strong organizational skills by anticipating upcoming tasks, deadlines, and projects, ensuring a smooth workflow within the office.
  • Effectively communicate with clients through email and phone, addressing inquiries, providing updates, initiating, and administering term renewal processes, and ensuring a high level of customer satisfaction.
  • Utilize Microsoft 365 tools, with a particular emphasis on strong proficiency in Excel for analysis and reporting purposes.
  • Exhibit a proactive rather than reactive mindset, identifying opportunities for improvement, anticipating challenges, and taking initiative to address them.

Mandatories

  • Previous experience in a similar insurance-related role within the financial services sector, including knowledge of the following product offerings: Term Insurance, Critical Illness Insurance, Group Plan Administration, Health & Dental Insurance, Permanent Insurance, Disability Insurance, Accident & Sickness.
  • A relevant diploma or degree in finance, business administration, or a related field, as well as an LLQP designation (asset).
  • Strong organizational skills with the ability to manage multiple tasks simultaneously.
  • Excellent written and verbal communication skills, with the ability to interact professionally with clients and team members. French fluency is a strong asset.
  • Proficient in Microsoft 365, especially Excel, and familiarity with financial planning and fund comparison software.
  • Strong work ethic, driven, and motivated to achieve both personal and team goals.
  • Must be able to reliably be on-site Monday-Friday

If you are interested in this position and meet the above criteria, please click the 'Apply for Job' button below to send your resume securely and in confidence directly to the recruiter in charge of this position. We thank all applicants; however, only those selected for interviews will be contacted.

All applicants must be legally entitled to work in Canada.

WE APPRECIATE YOUR INTEREST IN 10 PERCENT RECRUITING LTD.

We invite you to become one of our satisfied candidates 10 Percent Recruiting Ltd. believes in transparency with our candidates and our employers; we understand that open communication and collaboration are fundamental to our success. Our professional recruiters are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. We are committed to actively building lasting relationships and building trust by listening, following through, and keeping our word. We look forward to exceeding your expectations

Learn more about 10 Percent Recruiting Ltd. and view our current job opportunities, career tips, and tools at #J-18808-Ljbffr

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