Insurance Industry Professional

1 week ago

Vancouver, British Columbia, Canada Western Coast Insurance Services Full time

At Western Coast Insurance Services, we are committed to delivering exceptional insurance solutions to our customers. As a Financial Services Specialist - Life, you will play a critical role in providing full cycle service to support the Business sales representatives in placing Life and A&S business.

We take pride in having more than 220 locations across Canada, with over 2,100 team members who share our Guiding Principles of Truthfulness, Fairness, Value, and Loyalty. Our team is dedicated to delivering the right insurance solution every time, so our customers can live confidently.

Salary Range: $50,000 - $69,000 per year, depending on experience and qualifications.

Job Description:

  • Partner with Account Executives to identify conversion and re-write opportunities through the mining of current BOBs.
  • Facilitate weekly calls with new Financial Services Account Executives to provide training and support on insurance company products and compliance.
  • Manage and respond to service requests by Account Executives and clients within timeframe and according to company policies and procedures.
  • Liaise with Compliance team on changes to industry requirements from CLHIA, Insurance Councils, and insurance companies.
  • Participate in annual/bi-annual client review calls.
  • Initiate assignment and changes of all Financial Services Account Executives with contracts and transfers of business via Agents of Record.
  • Aid in BOB clean-up and support special projects.

Required Skills and Qualifications:

  • 2+ years of customer support and sales experience required.
  • Life & A&S License Required.
  • Prior experience in the Insurance Industry is an asset.
  • Strong attention to detail and problem-solving skills.

Benefits:

  • Competitive compensation package consisting of 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
  • Eligible employees receive a comprehensive benefits package that includes medical, dental, and vision coverage.

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