Insurance Service Coordinator

5 months ago


Sherwood Park, Canada C.I. Financial Ltd. Full time

**Insurance Service Coordinator**:
We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends.
We are looking for a FULL TIME Administrative assistant to coordinate, process and handle our insurance cases.
Please note due to the complex nature of this position, Experience in the insurance industry is a prerequisite. Knowledge of the following components is absolutely vital:
Term insurance, Critical illness insurance, Group plan administration, Health and dental insurance, Permanent insurance, Disability insurance, Accident & Sickness.
Please note this is a support role for the advisors that are in the office.
Responsibilities include but are not limited to:

- Process Insurance products: Term, Permanent, Group, Disability, Accident & Sickness.
- Prepping files + Reports and summaries
- Handle group plan renewals and quotes
- Scanning all paperwork electronically.
- Coordinate with advisors on ongoing projects and tasks

**Skills and Qualifications**:

- Experience in processing investments is an asset
- Excellent communication skills in English. (French is an asset)
- Strong organizational skills & the ability to prioritize work load.
- Ability to work in a team environment and communicate with others
- Ability to multi task.
- 40+ WPM is a bonus.
- Ability to navigate a computer and have a good skill set of the following software:

- Microsoft Word, Microsoft Excel, PDF, CRM software.
- Experience in the Insurance industry required
- LLQP is an asset
- Have used Fund comparison software and Financial Planning software

**Benefits**:

- Disability insurance
- RRSP match

Schedule:

- Monday to Friday

Work Location: In person



  • Sherwood Park, Canada C.I. Financial Ltd. Full time

    **Insurance Service Coordinator**: We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends. We are looking for a FULL TIME Administrative assistant to coordinate, process and handle our insurance cases. Please note due to the complex nature of this...


  • Sherwood Park, Canada C.I. Financial Ltd. Full time

    **Insurance Service Coordinator**: We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends. We are looking for a FULL TIME Administrative assistant to coordinate, process and handle our insurance cases. Please note due to the complex nature of this...


  • Sherwood Park, Canada Chowdhury Insurance Ltd. Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years - or equivalent experience **Work setting**: - Insurance company **Tasks**: - Address customers' complaints or concerns - Answer inquiries and provide information to customers - Arrange for billing for services - Explain the type and cost of services...


  • Sherwood Park, Canada Millennium Insurance Corporation Full time

    **Opportunity**: **Are you a proactive problem-solver with a keen eye for detail? We are on the lookout for a Home Warranty Claims Coordinator to join our team. In this pivotal role, you’ll orchestrate the claims process and bridging the gap between homeowners and builders. If you are ready to make a real difference, we want you on board!**: **What you...


  • Sherwood Park, Canada Kishore Chowdhury - Desjardins Insurance Agent Full time

    **Life Insurance representative - Desjardins Insurance Agent Team Member**: Location: Sherwood Park, AB Type: Full Time, Permanent **Position Overview**: Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. We seek an energetic professional interested in helping...


  • Sherwood Park, Canada ReliantFarnese Insurance Brokers Full time

    **Farnese and Reliant Insurance**.Setting a new standard! Farnese/Reliant Insurance is an independently owned and operated brokerage located in Edmonton, Sherwood Park, and Fort Sask, Alberta. At Farnese/Reliant, we understand the value in having a great team, and offer a culture that supports work/life balance. We have made it a priority to ensure we offer...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    Job Title: Administrative CoordinatorAbout the Role:We are seeking an experienced Administrative Coordinator to join our team at A-Win Insurance. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, delegating work to office support staff, and establishing work priorities.Key Responsibilities:Review and...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    A-Win Insurance is seeking an experienced Administrative Coordinator to join our team. As an Administrative Coordinator, you will be responsible for reviewing and evaluating new administrative procedures, delegating work to office support staff, and establishing work priorities.Key ResponsibilitiesReview and evaluate new administrative proceduresDelegate...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    We are seeking an experienced Administrative Coordinator to join our team at A-Win Insurance. The successful candidate will be responsible for arranging and coordinating seminars, conferences, and other events. They will also plan and control budgets, record and prepare meeting minutes, and determine office procedures and routines.Key ResponsibilitiesEvent...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    {"h2": "Job Summary", "p": "We are seeking an experienced Administrative Assistant to join our team at A-Win Insurance. The successful candidate will provide administrative support to our senior management team, ensuring the smooth operation of our office. Responsibilities:", "ul": [{"li": "Provide administrative support to senior management, including...


  • Sherwood Park, Canada Kishore Chowdhury - Desjardins Insurance Agent Full time

    **Insurance Sales Representative - Desjardins Agent Team Member** Location: Sherwood Park, AB Type: Full Time **Position Overview**: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independent contractor agent may be the career for you! **Responsibilities**: -...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    Job SummaryWe are seeking an experienced Administrative Coordinator to join our team at A-Win Insurance. The successful candidate will be responsible for providing administrative support to our senior management team, ensuring the smooth operation of our office.Key ResponsibilitiesAdministrative Support: Provide administrative support to senior management,...


  • Sherwood Park, Canada First Canadian Insurance Corporation Full time

    First Canadian is a national organization and we are experiencing unprecedented growth! We aim to hire bright, hard-working people who share our values. We seek employees who are committed to learning, career growth, and opportunity. We take pride in being an organization that our employees support long-term. We believe in our employees and celebrate their...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at A-Win Insurance. The successful candidate will be responsible for providing administrative support to our staff, ensuring the smooth operation of our office.Key ResponsibilitiesCoordinate seminars, conferences, and other eventsManage budgets and...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    Job SummaryWe are seeking an experienced Administrative Assistant to join our team at A-Win Insurance. The successful candidate will be responsible for providing administrative support to our senior management team, ensuring the smooth operation of our office.Key ResponsibilitiesArrange and coordinate seminars, conferences, and other eventsPlan and control...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    A-Win Insurance is seeking an Administrative Coordinator to join our team. The successful candidate will be responsible for arranging and coordinating seminars, conferences, and other events. They will also plan and control budgets and expenditures, record and prepare minutes of meetings, and determine and establish office procedures and routines.Key...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    A-Win Insurance is seeking an Administrative Coordinator to join our team. The successful candidate will be responsible for arranging and coordinating seminars, conferences, and other events. They will also plan and control budgets and expenditures, record and prepare minutes of meetings, and determine and establish office procedures and routines.Key...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    Job SummaryWe are seeking an experienced Administrative Coordinator to join our team at A-Win Insurance. The successful candidate will be responsible for reviewing and evaluating new administrative procedures, delegating work to office support staff, and establishing work priorities and ensuring procedures are followed and deadlines are met.Key...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    Job Title: Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at A-Win Insurance.Key Responsibilities:Coordinate seminars, conferences, and other eventsManage budgets and expendituresRecord and prepare meeting minutesEstablish office procedures and routinesDevelop and implement recruitment...


  • Sherwood Park, Alberta, Canada A-Win Insurance Full time

    Job Title: Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at A-Win Insurance.Key Responsibilities:Coordinate seminars, conferences, and other eventsManage budgets and expendituresRecord and prepare meeting minutesEstablish office procedures and routinesDevelop and implement recruitment...