Insurance Associate

3 weeks ago

Calgary, Canada Wellington-Altus Private Wealth Inc. Full time

**Associate**

**Location**: This position will be located in our Calgary office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2023 Brokerage Report Card._

**About West Oak**:
Our reason for being is to make your life easier. To do that, West Oak Family Office in Calgary, Alberta has brought together a dedicated team of people to support your every move ensuring that all facets of your family’s wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.

**The Opportunity**:
**Key responsibilities include**:

- Engaging and completing the various stages of underwriting with the insurance carriers to have policies placed.
- Engaging with various insurance carriers and reconcile monthly insurance commissions.
- Creating and maintaining insurance reports.
- Maintaining and updating records of all insurance licensed personnel and assisting with license renewals.
- Providing support to Senior Associates on investment and wealth management client service matters, as required.
- Performing other duties as assigned.
- A Diploma or Degree in business administration, accounting, finance, or similar field of study considered an asset.
- 3 years’ experience in insurance and/or wealth industry preferred.
- IR/RR licensing is not required but would be considered an asset.
- Life and A&S Insurance licensed preferred. If unlicensed, must be willing to complete licensing within the next 12 months.
- Effective interpersonal, organizational and communication skills
- Excellent critical thinking, problem solving and professional judgment skills.
- Self-starter, ability to work autonomously and proactively.
- Ability to work as part of a team and independently when needed.
- Demonstrated exceptional customer service skills and exhibits a high level of professionalism.
- Adept at working in a fast-paced environment with changing priorities.
- Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.

**Conditions of Employment**:

- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**:
**Experience**: Required
- 3 year(s): Insurance and/or wealth industry experience

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