Client Solutions Manager

3 weeks ago

Vancouver, Canada Stalwart Insurance Brokers Full time

**About Stalwart Insurance Brokers Ltd.**

Stalwart Insurance Brokers Ltd. is a growing national life insurance brokerage looking to become one of Canada’s leading insurance brokers, by combining its industry expertise with a client-first approach.

Stalwart values entrepreneurship and excellence, and is committed to rapid execution on its ambitious plans for growth.

**Summary**

Stalwart is looking for a Client Solutions Manager to manage relationships with high-net-worth and ultra high-net-worth clients, and to facilitate the process of establishing client life insurance policies while engaging with clients’ existing tax and legal advisors.

This position will be a rewarding and fulfilling opportunity for a self-motivated, diligent individual seeking to provide comprehensive solutions to HNW and UHNW clients of Stalwart.

Your role will include:

- Developing client solutions within the context of their existing income, wealth, and overall objectives
- Ensuring a fulsome understanding by the client of the proposed solution, including the decision-making process that established it as the dominant solution in each case
- Facilitating the process of establishing insurance policies for clients, resulting in the closing of insurance transactions
- Managing and maintaining insurance models and other materials to accurately reflect the most up-to-date client information
- Supporting a designated portfolio of clientele, playing an integral role in business retention, and building upon customer relationships
- Providing exceptional customer service by identifying and resolving any issues or concerns clients may have during the insurance procurement process
- Maintaining up-to-date knowledge on regulations and standards in the insurance industry

**Required Skills or Experience**
- Any of a CPA designation, a CFA designation, or extensive experience in closing transactions in a field such as investment banking or corporate development
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Excellent attention to detail
- A self-starter with problem-solving initiative and an ability to learn quickly
- Committed to producing meticulous, accurate, and thorough work product
- Significant experience with the Microsoft Office suite

**Nice to Have Skills or Experience**
- Experience within the Canadian insurance market
- Experience with underwriting administration
- Experience with insurance software
- Life insurance license is a plus

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Weekend availability

Ability to commute/relocate:

- Vancouver, BC: reliably commute or plan to relocate before starting work (required)

Work Location: One location

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