Insurance Solutions Coordinator
3 weeks ago
About Us:
Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance and financial services agency, established in 1980.
We offer unique insurance solutions and custom financial services that empower our clients with real choices.
Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients' trust and confidence over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.
Wealth Management & Financial Planning
Commercial Business Solutions
Group Benefits & Group Retirement Services
Life Insurance & Living Benefits
Home & Auto Insurance
Responsibilities:
Responsible for working with our Insurance Carrier business – RRSP, TFSA, Non-Reg, RRIF, LIF Working with GIC Block Working with assigned GRS Block Processing Statements (Annually and Quarterly) Processing Buys/Trades and Redemptions Process Death Claims Maintain client records Department reporting Other tasks inline with this position as assigned Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment
Qualifications:
3-5 years' work experience preferably in a financial/insurance environment Knowledge in investment processes and procedures (Mutual Funds, RRSP, RRIF, TFSA, RESP) Proficient in Microsoft Office suite of products, with the ability to adapt to different systems Highly organized, detail oriented, proactive, and ability to multitask Effective communication skills (written and oral) and comfortable interacting with Sales Advisors throughout the organization Mutual Fund license would be an asset by not required Bilingual (French) would be an asset but not required
Estimated Salary:$60,000 - $80,000 per year
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