Insurance Business Development Specialist
4 days ago
Job Overview
We are seeking an experienced Insurance Business Development Specialist to join our team. This role is a key contributor to our success, ensuring the growth and development of our insurance business.
About the Role
This position will be responsible for providing support to our Investment Advisors, Investment Counsellors, and clients with insurance quotations, new policy applications, and servicing of in-force policies.
Key Responsibilities
- Coordinate, place orders, and follow up on all underwriting requirements
- Prepare quotations on various insurance products
- Meet with clients, prepare files, and manage calendars
- Develop relationships with partnering life company wholesalers, case coordinators, and underwriters
- Provide exceptional client service
Requirements
- Minimum 5 years of experience in an insurance agency or equivalent role
- Knowledge of Life and Living Benefits insurance products
- Excellent client service skills
- Experience working independently and meeting deadlines
- Advanced proficiency in Microsoft 365 apps, especially Excel
- Bilingualism (English and French) required
What We Offer
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders provide coaching and managing opportunities to support your development.
Working with Us
We value diversity and inclusion for innovation and growth. We strive to create an equitable workplace where employees can bring their true selves to work. We use our passion and drive to enhance the well-being of our clients and communities.
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