Manager, Insurance Modeling

3 weeks ago


Etobicoke, Canada Feigelsohn Kellar Full time

Feigelsohn Kellar is a Toronto-based transition-planning firm. Our unique approach is based on early experience working in the insurance industry with affluent families. We saw that these families were not receiving the adequate care required to empower their future generations. Feigelsohn Kellar emerged in 1994 to provide that integrated care, expertise and service. As active listeners and experienced financial professionals, our varied skill sets have made us an exceptional team.

Feigelsohn Kellar works with ultra-affluent individuals who want to create a robust intergenerational transition plan. Our clients expect best-in-class expertise and skills. As such, we are looking for dedicated, responsive, and organized professionals that will provide market-leading client experience.
- Curiosity and a strong desire to always want to dig deeper
- Self-motivation and influence on others to take action
- Management of a variety of activities with a sense of purpose and focus on outcomes
- Strong organizational and critical thinking skills
- Collaboration with the team but also the ability to work independently
- A positive, professional attitude

**Responsibilities and Duties**

Duties include, but are not limited to:

- Explore the various life insurance products being offered by different life insurance companies in Canada and understand their features
- Explore which life insurance products would be better depending on the specific circumstances of our clients
- Stay up to date of any insurance product changes happening within the industry
- Be responsible for producing all insurance product analyses for new clients as well as validating the accuracy of insurance numbers used by the firm for client presentations
- Maintain insurance models for servicing existing clients
- Build and improve upon insurance models as needed
- Play a key role in finalizing our recommendation on a case-by-case basis

**Qualifications and Skills**
- Post-secondary education
- High level of curiosity and determination
- Organized and detail oriented
- Proficient in Microsoft Office, especially Excel and Visual Basic
- Able to work independently and driven to deliver results

and hybrid between working from home and in the office

**Experience**
- 5+ years of experience with Excel and Visual Basic
- Experience and interest in math, statistics or finance
- Life Insurance Experience not required, but is an asset

**Benefits and Other Details**
- Competitive salary with bonus program
- Employer paid Group Medical Benefits - dental, vision, drug, paramedicals, etc.
- Small, friendly, and personable office culture (including dogs)
- On the TTC Subway Line (Royal York station)
- Continuing Education opportunities
- Summer and Winter Social Events

Pay: $60,000.00-$80,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Paid time off
- RRSP match
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Work Location: Hybrid remote in Etobicoke, ON M8X 1B1

Application deadline: 2024-12-20


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