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Insurance Industry Professional

4 weeks ago

Elmira, Ontario, Canada PIB (Programmed Insurance Brokers Inc.) Full time

**About Us:** PIB (Programmed Insurance Brokers Inc.) is a leading full-service, multi-line insurance and financial services agency, established in 1980.

We are a nationally licensed agency with access to a diverse insurance carrier market and investment firms. 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 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.

We offer various services, including:

  • Wealth Management & Financial Planning
  • Commercial Business Solutions
  • Group Benefits & Group Retirement Services
  • Life Insurance & Living Benefits
  • Home & Auto Insurance

Our team of experts is dedicated to providing exceptional service and support to our clients. If you're looking for a career opportunity where you can make a difference, consider joining our team

**Responsibilities:*

  • 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

**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 but not required
  • Bilingual (French) would be an asset but not required

**Estimated Salary:** $60,000 - $80,000 per year, depending on experience.

**Location:** Elmira, ON, with subsidiary offices in London and Chatham, ON, Bedford, NS, and Edmonton, AB.

We are committed to diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.