Life Insurance Coordinator
4 weeks ago
You’re knowledgeable in insurance and living benefits products, practices, and processes.
You’re a communicator – strong communication skills both verbally and written.
You’re self-motivated - ability to work independently and as a team.
If you’re nodding, this Life Insurance Coordinator role in the Wealth Management department may be perfect for you
What’s the ask?
Reporting to the Operations Manager, Wealth Management, your primary purpose is to work closely with advisors in the development and management of the advisor’s book of business.
Your focus would be assisting the advisor on both new and existing business.
Your goal will be to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism.
Key Responsibilities
- Assist Advisors in meeting all service model actions for clients from pre-sale, issue and post issue changes by;
- Supporting advisor with placing new business.
- Preparation of underwriting requirements for advisors, including managing the underwriting process to completion.
- Preparation of new insurance contracts for client delivery.
- Inputting and maintaining data in Customer Relationship Management (CRM) - EPIC platform.
- Handling any post issue policy change requests from clients (i.e. beneficiary change, face amount changes, disbursements, death claims, requesting illustration).
- Highly responsive to advisor inquiries and concerns.
- Ability to deal with client resolution, including complaint handling and correcting errors.
- Develop and maintain good advisor and internal relationships while ensuring confidentiality.
- Support and backup for other Life Insurance Coordinators.
What does it take?
- Minimum of 3-5 years’ experience within the Insurance Industry;
- Strong knowledge of Life insurance and Living benefits products;
- Strong experience with insurance carrier products and illustration software;
- Strong knowledge of insurance carrier application procedures;
- University Degree/College Diploma (would be an asset);
- Individual Agent License (LLQP) (would be an asset);
- Solid problem-solving skills;
- Strong working knowledge of Microsoft Office Suite of products;
- Strong communication skills, both written and verbal;
- Strong prioritization skills and flexibility and enjoy working in a fast-paced environment;
- Strong attention to detail and a high degree of accuracy;
- Client confidentiality is of the utmost importance;
- Able to work independently and self-motivated;
- This position is subject to appropriate background checks that may include credential, employment, credit, criminal and reference checks.
Who we are:
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.
We partner with leading national and international insurance companies to:
- Deliver insurance and risk management solutions to businesses, organizations and individuals.
- Advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.
We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.
What sets us apart?
Be in good company
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.
Challenge your thinking
You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.
Grow together
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.
Benefits and perks
- Competitive salary;
- Participate in our comprehensive benefits plan on day one — no waiting period;
- Company-matched Retirement Savings Plan;
- Company-paid training and development courses;
- Community involvement;
- Hybrid work environment.
Are you interested?
Please Apply
While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.
We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.
#J-18808-Ljbffr-
Financial Advisor
1 month ago
Cambridge, Ontario, K0B, Papineau, Canada Cowan Insurance Full timeFull Time Ind. Contributor Hamilton, ON, CA 2 days ago Requisition ID: 1708 Cowan Insurance Group is looking for a highly motivated Financial Advisor to join our team! Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from...
-
People Operations Consultant
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Gore Mutual Insurance Full timeWe're now at the boldest phase of our Next Horizon journey At Gore Mutual, we've completely transformed our business in under three years. By investing in top talent and leading technology, we've redefined what it means to be a modern mutual that does good. Our path forward brings a sharper focus on our business' performance that's...
-
Fleet and Safety Coordinator
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada AMJ Campbell Full timeFor 90 years, AMJ Campbell has been a leading force in facilitating seamless relocations, serving both individuals and businesses with precision and care. From local moves to national distribution, our commitment to excellence has made us a trusted name in the industry. Our dedicated team of local and long-haul drivers handles a diverse range of operations,...
-
Laboratory Technical Coordinator
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Acuren Inspection, Inc. Full timePosition Summary:Cambridge Materials Testing (CMTL), a division of Acuren, is currently recruiting for a Laboratory Technical Coordinator to support our services in our Cambridge, Ontario laboratory. If you are seeking a dynamic industrial environment with opportunities for individual growth and learning, this is for you.Responsibilities:Handling customer...
-
Structural REVIT Designer
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada IFAB Engineering Partners Ltd. Full timeIFAB Engineering Partners Ltd. is seeking serious applicants to fill the role of Structural REVIT Designer. Work is performed in collaboration with a full complement of designers and engineers from a variety of disciplines. Reporting to the Structural Engineering Team Lead, the Structural REVIT Designer will provide architectural design expertise on a...
-
Structural REVIT Designer
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Dennis Group Full timeIFAB Engineering Partners Ltd. is seeking serious applicants to fill the role of Structural REVIT Designer. Work is performed in collaboration with a full complement of designers and engineers from a variety of disciplines. Reporting to the Structural Engineering Team Lead, the Structural REVIT Designer will provide architectural design expertise on a...
-
Records Management Coordinator
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada BWX Technologies Full timeBWXT Canada Ltd. (BWXT Canada) has over 60 years of expertise and experience in the design, manufacturing, commissioning and service of nuclear power generation equipment. This includes steam generators, nuclear fuel and fuel components, critical plant components, parts and related plant services. BWXT Canada’s subsidiary, BWXT Medical Ltd. (BWXT Medical)...
-
CNC Router Programmer
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Pride Signs Limited Full timeAbout Us Pride Signs is a proven leader in the sign industry with a 35-year history of success derived from a stringent focus on providing organizations with a single-source sign solution. Our skilled team is experienced in creating new concepts and working from corporate standards to produce a complete range of signs. We are looking for enthusiastic and...
-
Operations Manager
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Port Pop Ltd Full timeJob Summary: Join our team as an Operations Manager in the manufacturing industry, where you will oversee and optimize production processes to ensure efficiency and quality standards are met. As an Operations Manager, you will play a crucial role in coordinating various operational activities, managing resources, and implementing strategies to enhance...
-
Project Sales Executive
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Fire Safety and Protection Full timeABOUT US Georgian Bay Fire & Safety Ltd., a Fire Safety and Protection, LLC, company, is one of the largest independent Life Safety & Property Protection companies in Canada. We are seeking additional members for our growing team. Our Fire Alarm, Security, Sprinkler, and Electrical professionals are protecting people and property every day. In business since...
-
Assistant Store Manager
3 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada SmartStop Self Storage Full timeAssistant Store Manager (Store #8618 - Cambridge, ONT) Job Summary The right candidate pays attention to details, stays organized, and takes delight in finding great solutions for problems. This position is involved in all phases of the operation, including: leasing storage & parking, managing a team, assisting with maintenance, supervising onsite projects,...
-
Project Sales Executive
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Fire Safety and Protection, LLC Full timeABOUT US Georgian Bay Fire & Safety Ltd., a Fire Safety and Protection, LLC, company, is one of the largest independent Life Safety & Property Protection companies in Canada. We are seeking additional members for our growing team. Our Fire Alarm, Security, Sprinkler, and Electrical professionals are protecting people and property every day. In business since...
-
Quality Control Supervisor
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada RDJ Bakeries Ltd Full timeRDJ Bakeries, a distinguished food manufacturer renowned for its exceptional crackers, is seeking talented individuals to join our growing Quality team. With a focus on quality and innovation, we collaborate with global partners to deliver delightful, delectable treats that captivate our customers. As a part of our diverse and dynamic team, you'll have...
-
flour milling team supervisor
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada P & H Milling Group Full timeWork Term: Permanent Work Language: English Hours: 40 hours per week Education: Secondary (high) school graduation certificate Experience: 5 years or more or equivalent experience Work Site Environment Dusty Hot Noisy Work Setting Flour mill Tasks Train staff/workers in job duties, safety procedures and company policies Recommend personnel actions such...
-
Casual Early Childhood Educator/Assistant
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada BrightPath Early Learning & Child Care Part timeCenter: Cambridge, ONJob Type: Casual/Supply/SubstituteNo evenings or weekends!Build your career in the early childhood education field and become a valued member of our team at BrightPath Kids! As a proud member of the Busy Bees global childcare community, we offer exceptional opportunities for your career to thrive. Join our diverse community of over 5,000...
-
production co-ordinator
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada RMA Technologies Inc. Full timeEducation: College/CEGEP Experience: 2 years to less than 3 years Work setting Relocation costs not covered by employer Manufacture Tasks Co-ordinate activities with other work units or departments Read blueprints, written specifications and production drawings Estimate type and quantity of materials and labour required for production, construction and...
-
Site Sanitation Manager
1 month ago
Cambridge, Ontario, K0B, Papineau, Canada RDJ Bakeries Ltd Full timeRDJ Bakeries, a distinguished food manufacturer renowned for its exceptional crackers, is seeking talented individuals to join our growing Quality team. As a part of our diverse and dynamic team, you'll have the opportunity to contribute to our mission of shaping the future of cracker perfection. Apply now to the Sanitation Manager position! Job...
-
Fire Prevention Specialist
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Securitas Canada Ltd. Full timeSecuritas is a global leader in the security industry and has been providing security services since 1899. With over 8,000 employees in 25 District offices across Canada, and 370,000 employees globally, we possess the experience and knowledge to offer a broad range of expert services including: On-site Guarding, Mobile Patrol Guarding, Leading Technology...
-
CFAA Fire Alarm Technician
4 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Fire Safety and Protection Full timeABOUT US Georgian Bay Fire & Safety Ltd., a Fire Safety and Protection, LLC, company, is one of the largest independent Life Safety & Property Protection companies in Canada. We are seeking additional members for our growing team. Our Fire Alarm, Security, Sprinkler, and Electrical professionals are protecting people and property every day. In business since...
-
Senior Consultant, Global Benefits
3 weeks ago
Cambridge, Ontario, K0B, Papineau, Canada Princeton Holdings Limited Full timeYou are client focused — proactively delivering employee benefit plan solutions to clients as part of their overall compensation strategy. You’re a relationship builder — striking a meaningful conversation with a client, colleagues and our network of global partners. You’re a problem solver — offering unique, customized solutions to meet your...