Life Insurance Coordinator

6 months ago

Cambridge, Canada Cowan Insurance Group Full time

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;
- You have strong knowledge of Life insurance and Living benefits products;
- You have strong experience with insurance carrier products and illustration software;
- University Degree/College Diploma (would be an asset)
- Individual Agent License (LLQP) (would be an asset)
- You have solid problem-solving skills
- You have strong working knowledge of Microsoft Office Suite of products
- You have strong communication skills, both written and verbal;
- You have strong prioritization skills and flexibility and enjoy working in a fast-paced environment;
- You pride yourself in your strong attention to detail and a high degree of accuracy;
- Client confidentiality is of the upmost importance
- Able to work independently and self-motivated

**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.

LI-Hybrid

  • Life Insurance Coordinator

    7 months ago

    Cambridge, Canada Cowan Insurance Group Full time

    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 Coordinatorrole in the Wealth Management department may be perfect...

  • Insurance Operations Coordinator

    1 month ago

    Cambridge, Ontario, Canada Cowan Insurance Group Full time

    Job SummaryThe Insurance Operations Coordinator will be responsible for ensuring the accuracy of revenue data related to counterparty reporting, timely and accurate filing of Sales Taxes, remitting premium payments to Insurance Carriers and following up with clients on outstanding invoices for the Brokerage Division.Key ResponsibilitiesAnalyze and assess...

  • Marketing Coordinator

    6 months ago

    Cambridge, Canada Josslin Insurance Full time

    Marketing Coordinator **Location: Cambridge** **Contact: Amanda Scheerer, Marketing Lead** **Overview** We are looking for a creative, energetic, professional problem solver to join our marketing team as a Marketing Coordinator. This is a generalized marketing position that with a focus on supporting our sales staff, tradeshows and home shows and...

  • Insurance Broker

    6 months ago

    Cambridge, Canada Billyard Insurance Group Cambridge Full time

    At BIG Cambridge, we pride ourselves on delivering comprehensive insurance solutions to families and businesses throughout Ontario. With multiple locations across the province, our dedicated team of professionals is committed to meeting the diverse needs of our clients. From home and automobile to business, life, and specialty insurance, we take a...

  • National Accounts Coordinator

    6 months ago

    Cambridge, Canada Troy Life & Fire Safety Ltd. Full time

    Our team is growing again! **Troy Life & Fire Safety Ltd.** is recruiting for a **National Accounts Coordinator** to join our Cambridge, ON branch. **Responsibilities**: - Assist in new account set-ups and roll out - Provide on-going customer account support and monitors general account activities from invoicing to service calls to issue tracking - Be...

  • National Accounts Coordinator

    6 months ago

    Cambridge, Canada Troy Life & Fire Safety Ltd. Full time

    Our team is growing again! **Troy Life & Fire Safety Ltd.** is recruiting for a **National Accounts Coordinator** to join our Cambridge, ON branch. **Responsibilities**: - Assist in new account set-ups and roll out - Provide on-going customer account support and monitors general account activities from invoicing to service calls to issue tracking - Be...

  • Manager, Personal Insurance

    6 months ago

    Cambridge, Canada Cowan Insurance Group Full time

    Do you want to join a great team where you can **make a difference**? Are you passionate about **leading people** and helping to develop high performance teams. Do you have great **leadership skills** to support a dynamic fast-paced team? If your answer is yes, check out our **Personal Lines Manager **role at Cowan Insurance Group. **What’s the...

  • Insurance and Financial Planning Professional

    1 month ago

    Cambridge, Ontario, Canada Cowan Insurance Group Full time

    {"Role SummaryAre you a results-driven professional with a passion for insurance and financial planning? Do you thrive in a fast-paced environment where no two days are ever the same?Cowan Insurance Group is seeking a highly motivated and experienced Financial Advisor to join our Wealth Management team. As a key member of our team, you will be responsible...

  • Benefits Advisor Life Insurance Cambridge

    6 months ago

    Cambridge, Canada SKW Organization Full time

    We are a rapidly growing company actively searching for dedicated and driven individuals from across Canada to join us as Life Insurance Benefits Advisors. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. This full-time position offers flexible work hours and ample opportunities for...

  • Top Insurance Sales and Business Development Professional

    3 weeks ago

    Cambridge, Ontario, Canada Todd O'Donnell Insurance Agency Full time

    Company OverviewTodd O'Donnell Insurance Agency is a leading insurance agency in Cambridge, ON. With 17 years of experience in the top 5% of Desjardins Agencies, we are committed to helping our clients win.SalaryThe base salary for this position is $45,000 per year, with uncapped commissions and bonuses that can reach up to $100,000+Job DescriptionAs an...

  • Insurance and Business Development Representative

    4 weeks ago

    Cambridge, Ontario, Canada Todd O'Donnell Insurance Agency Full time

    Company OverviewTodd O'Donnell Insurance Agency is a top-performing agency that offers a unique opportunity for sales professionals to grow their career and build a successful business.Estimated Salary: $65,000 - $90,000 per year, with uncapped commissions and bonuses.Job Description:We are seeking an experienced sales professional to join our team as an...

  • Manager, Personal Insurance

    6 months ago

    Cambridge, Canada Cowan Insurance Group Full time

    Reporting to the Director, Personal Insurance, the Manager, Personal Insurance will be responsible for the development and support of a service team consisting of front-line employees, coordinating their activities to ensure service standards and new business goals are met while focusing on client retention and efficiency. The Manager will be involved in the...

  • Insurance & Financial Services Representative

    6 months ago

    Cambridge, Canada Kim Edmondson Insurance Agency Limited Full time

    **Benefits**: - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Training & development - Vision insurance We are people helping people and our work is incredibly rewarding ! We seek an energetic professional interested in helping our business grow through value-based conversations and...

  • Insurance Underwriter Coordinator

    2 weeks ago

    Cambridge, Ontario, Canada Farm Mutual Re Full time

    Job SummaryAn Insurance Underwriter Coordinator is required to provide administrative support for the Ontario Mutual Automobile Plan (OMAP) team in Waterloo Region. The successful candidate will work closely with the underwriting department to maintain policies and conduct market research.

  • Sales Research and Appointment Coordinator

    6 months ago

    Cambridge, Canada Cowan Insurance Group Full time

    Cowan Insurance Group is looking for a qualified **Sales Research and Appointment Coordinator** for our Commercial Lines Sales Team! This role is reporting to the Commercial Sales Manager in Business Development. The** **Sales Research and Appointment Coordinator will be responsible for the continual identification and pursuit of sales opportunities for the...

  • Sales Research and Appointment Coordinator

    7 months ago

    Cambridge, Canada Cowan Insurance Group Full time

    Cowan Insurance Group is looking for a qualified Sales Research and Appointment Coordinator for our Commercial Lines Sales Team! This role is reporting to the Commercial Sales Manager in Business Development. TheSales Research and Appointment Coordinator will be responsible for the continual identification and pursuit of sales opportunities for the company,...

  • Insurance Risk Management Coordinator

    3 days ago

    Cambridge, Ontario, Canada Farm Mutual Re Full time

    About UsFarm Mutual Re is a leading provider of insurance solutions, committed to delivering exceptional service and expertise. Our team is dedicated to helping individuals and businesses manage risk and achieve their goals.Opportunity SummaryWe are seeking an Insurance Risk Management Coordinator to join our Ontario-based team. This role offers a unique...

  • Sprinkler Estimator

    6 months ago

    Cambridge, Canada Troy Life & Fire Safety Ltd. Full time

    Our **Cambridge, ON** branch is currently looking for an experienced **Estimator **to join their team. **Troy Life & Fire Safety Ltd.** is one of the largest suppliers of Fire Alarm, Fire Suppression, Security, Nurse call and Communications Systems in Canada. As an Edwards Authorized Distributor, Troy is a proudly Canadian, employee owned company with over...

  • Commercial Program Coordinator

    6 months ago

    Cambridge, Canada Cowan Insurance Group Full time

    -This role will be reporting to the Director, Broker Services & Programs, the Commercial Program Coordinator will be responsible for: - Review and document Program Agreements, Products and caveats to gain in depth knowledge. - Review and understand current Team Structure, Roles, allocated tasks and responsibilities. - Review current processes to gain an in...

  • Business Development and Operations Coordinator

    4 weeks ago

    Cambridge, Ontario, Canada Troy Life & Fire Safety Full time

    About the Role:We are seeking an experienced Business Development and Operations Coordinator to join our team at Troy Life & Fire Safety Ltd. This is a dynamic opportunity for a skilled professional to support our National Accounts team in delivering exceptional service to our clients.Key Responsibilities:Invoicing and Data Management: Process high volumes...