Hybrid Insurance Services Coordinator at ZLC
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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
- 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.