Insurance Administrator

2 weeks ago


Montreal, Canada Averton Financial Services Full time

About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand our clients' goals, building lasting partnerships that support their growth.About the Role - We are seeking a detail-oriented Executive Assistant/Insurance Administrator who has experience working in life insurance, to manage all tasks and free up Agostino’s time, permitting him to focus on being in front of clients. This is a hybrid role, requiring 2 days per week in the office (Thursday and Friday) and an additional 1 or 2 days working from home. Depending upon your preferences, the workweek can be 3 or 4 days.Responsibilities -Client Service: Respond to client inquiries via phone and email, log calls and update CRM data, keep policies in good order by handling ownership transfers, beneficiary changes etc. and ensure timely follow-up on all tasks.Appointment Scheduling: Book virtual and in-person client appointments, manage the advisor’s calendar, and confirm meetings.Insurance Services: Prepare paperwork, handle insurance quotes, follow up on forms, review paperwork for accuracy, manage underwriting processes maintaining communication with clients throughout the process, review client file and CRM for next actions and planning opportunities.Administration: Investigate and solve administrative issues accurately, track licensing renewals and continuing education credits, develop effective workflow procedures and follow-up with advisor on his assigned tasks to ensure completion.Compliance: Maintain insurance files (hardcopy and electronic) and continually ensure compliance with industry standards.Qualifications -Life Insurance experience requiredLLQP Life license is a bonusPost-secondary educationBilingual (French writing is a plus)Strong verbal and written communication skillsExcellent interpersonal skillsProficient in Microsoft Office (Word, Excel, Outlook)Eager to learn and handle detailed processes accuratelyAble to adapt to changing priorities Pay range and compensation package - The offered hourly pay will be within the range of $24 to $32 depending on experience and licensing. There is an option, as noted above, to work between 22.5 and 30 hours per week.



  • Montreal, Canada Averton Financial Services Full time

    About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand...


  • Montreal, Canada Averton Financial Services Full time

    About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand...


  • Montreal, Canada Averton Financial Services Full time

    About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand...


  • Montreal, Canada Averton Financial Services Full time

    About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand...


  • Montreal, Quebec, Canada Averton Financial Services Full time

    About Averton Financial ServicesAt Averton Financial Services, we pride ourselves on taking a collaborative and strategic approach to financial planning and insurance solutions. Led by Agostino Iermieri, our team has extensive expertise in navigating complex financial scenarios and developing customized plans that prioritize responsible financial...


  • Montreal, Quebec, G4F, CA Averton Financial Services Full time

    About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand...


  • Montreal, Quebec, Canada Averton Financial Services Full time

    Averton Financial Services offers a unique opportunity for a highly skilled Insurance Administrator to join our team.We provide expert advice and tailored insurance solutions to individuals and businesses, prioritizing responsible financial planning and long-term partnerships.About the Role:This hybrid role requires 2 days per week in the office (Thursday...


  • Montreal, Canada Averton Financial Services Full time

    About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand...


  • Montreal, Quebec, Canada Averton Financial Services Full time

    About Averton Financial ServicesAverton Financial Services is a company led by Agostino Iermieri, an experienced expert in financial planning and insurance solutions. We take a holistic approach to understanding our clients' goals and develop tailored strategies that prioritize responsible financial planning.Executive Assistant/Insurance Administrator RoleWe...


  • Montreal, Quebec, Canada Averton Financial Services Full time

    About Averton Financial ServicesAt Averton Financial Services, we prioritize responsible financial planning and provide tailored insurance solutions for individuals and businesses. Our team is dedicated to developing innovative strategies that meet each client's unique needs.Job OverviewWe are seeking a detail-oriented Executive Assistant/Insurance...


  • Montreal, Quebec, Canada Averton Financial Services Full time

    About Averton Financial ServicesA leading insurance solutions provider, Averton Financial Services offers expert advice to individuals and businesses.Our mission is to deliver tailored insurance strategies that prioritize responsible financial planning. We build lasting partnerships with our clients by thoroughly understanding their goals.The Role:We seek a...


  • Montreal, Quebec, Canada Medavie Full time

    At Medavie, we put people first in everything we do. Our team of professionals brings a cross-section of diverse life experiences and career expertise to the table, allowing us to create industry-leading solutions that impact millions of lives in Canada each year.We celebrate individuality and value the diverse perspectives and skills our employees...


  • Montreal, Quebec, Canada Medavie Full time

    Company OverviewMedavie, a national health solutions partner, prioritizes people in every aspect of its operations. This begins with its team of over 8,000 professionals who bring diverse life experiences and career expertise to the organization. By collaborating and innovating together, Medavie's employees are creating industry-leading solutions in...


  • Montreal, Canada Echelon 56 Full time

    Travel Insurance Partner Manager - Orion Travel InsuranceGet ready to drive your career forward. Life at CAA Club Group is fast-paced, performance-driven, and rewarding. We value our Associates' career growth and ongoing professional development - and we regularly recognize their achievements and outstanding results.We are caring. We are leaders. We are...


  • Montreal, Canada Kruger Inc. Full time

    Competitive Compensation Stimulating Work Environment Wide Range of Benefits POSITION SUMMARY The incumbent acts as an advisor within the Total Compensation team and independently supports our various benefits programs (Canada and U.S.). He/she ensures that these programs are rolled out to all employees, supports divisional administrators, takes part in...


  • Montreal, Canada Echelon 56 Full time

    Travel Insurance Partner Manager - Orion Travel Insurance Get ready to drive your career forward. Life at CAA Club Group is fast-paced, performance-driven, and rewarding. We value our Associates' career growth and ongoing professional development - and we regularly recognize their achievements and outstanding results. We are caring. We are leaders. We are...


  • Montreal, Canada The Vantage Talent Group Full time

    Job Summary:We are in search of a dynamic and client-centric Administrative Assistant to join our team. As a key member, your role will involve managing client relationships, coordinating office operations, and supporting new business processes. You will handle various administrative tasks, from managing client files to scheduling meetings and ensuring...


  • Montreal, Canada iA Financial Group Full time

    - Other Possible Location(s): Toronto, Ontario - Job category: Compliance Generalist/Multidiscipline The Senior Compliance Officer – Insurance Supervision is responsible for the development of the compliance program and to develop supervision controls relating to the distribution of insurance for the iAWIS subsidiary. This person ensures that iAWIS has...


  • Montreal, Canada The Vantage Talent Group Full time

    We are seeking a detail-oriented and client-focused individual to join our team as a Licensed Administrative Assistant. This role is critical to ensuring smooth operations, maintaining client satisfaction, and supporting the continued growth of our business. This individual must maintain an active mutual fund license.Key Accountabilities (including but not...


  • Montreal, Canada The Vantage Talent Group Full time

    We are seeking a detail-oriented and client-focused individual to join our team as a Licensed Administrative Assistant. This role is critical to ensuring smooth operations, maintaining client satisfaction, and supporting the continued growth of our business. This individual must maintain an active mutual fund license.Key Accountabilities (including but not...