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Life Insurance Coordinator
2 months ago
We are seeking a highly skilled Life Insurance Coordinator to join our Wealth Management team at Cowan Insurance Group. As a key member of our team, you will play a critical role in supporting our advisors in the development and management of their book of business.
Key Responsibilities- Assist advisors in meeting all service model actions for clients from pre-sale to post-issue changes.
- Support advisors with placing new business, preparing underwriting requirements, and managing the underwriting process to completion.
- Prepare new insurance contracts for client delivery and input data into our Customer Relationship Management (CRM) platform.
- Handle post-issue policy change requests from clients, including beneficiary changes, face amount changes, disbursements, and death claims.
- Provide high-level support to advisors, including responding to inquiries and concerns, and resolving client issues.
- Develop and maintain good relationships with advisors and internal stakeholders while ensuring confidentiality.
- Support and backup for other Life Insurance Coordinators as needed.
- Minimum of 3-5 years' experience in the insurance industry.
- Strong knowledge of life insurance and living benefits products.
- Experience with insurance carrier products and illustration software.
- Strong knowledge of insurance carrier application procedures.
- University degree or college diploma (an asset).
- Individual agent license (LLQP) (an asset).
- Solid problem-solving skills.
- Strong working knowledge of Microsoft Office Suite.
- Strong communication skills, both written and verbal.
- Strong prioritization skills and flexibility to work in a fast-paced environment.
- High degree of accuracy and attention to detail.
- Client confidentiality is of utmost importance.
- Able to work independently and self-motivated.
Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. We partner with leading national and international insurance companies to deliver insurance and risk management solutions to businesses, organizations, and individuals.
We offer a comprehensive benefits plan, company-matched retirement savings plan, and opportunities for professional development and growth. If you are a motivated and detail-oriented individual who is passionate about the insurance industry, we encourage you to apply.
