Hybrid Insurance Services Coordinator at ZLC

3 days ago

Vancouver BC, Greater Vancouver Regional District, BC; British Columbia, Canada ZLC FINANCIAL Full-time

Explore an exciting career as an Insurance Services Coordinator at ZLC Financial, integrating hybrid work with a focus on client service excellence in Vancouver. This full-time position seeks an experienced professional with a minimum of four years in the insurance field to provide exceptional administrative and technical support. You will handle applications, manage policy transitions, and resolve inquiries. With a strong background in life insurance and investment products, your expertise will ensure that ZLC's reputation for excellence continues to thrive. Key Responsibilities:

  • Process life insurance and investment-related applications
  • Ensure timely policy replacement and management
  • Generate and distribute insurance anniversary listings
  • Prepare quotes and investment summaries using templates
  • Manage client fund transactions and inquiries
Requirements:
  • 4 years of experience in the insurance industry required
  • Holding a valid LLQP licence or support provided
  • Proficiency in MS Office and strong analytical skills.
  • Exceptional attention to detail and organizational ability.
  • Excellent customer service and multitasking proficiency.
Bring your skills to ZLC Financial, where your contributions will directly impact client satisfaction and business success. #J-18808-Ljbffr