Insurance Assistant
3 weeks ago
Job Title: Insurance Assistant
About the Role:
We are seeking a highly skilled and motivated Insurance Assistant to join our team. As an Insurance Assistant, you will be responsible for providing exceptional client service and support to our clients in the areas of insurance and financial planning.
Key Responsibilities:
- Provide information to Investment Advisors and their clients on insurance-related topics
- Match appropriate insurance solutions and products to client needs
- Support insurance professionals in day-to-day insurance activities
- Manage insurance professionals' calendars for appointments with internal and external clients
- Complete insurance applications with clients and advise on required next steps
- Process new business applications, maintain files, and monitor progress with clients and insurers
- Respond to inquiries from clients and Investment Advisors and Portfolio Managers
- Provide client service for existing insurance clients
Requirements:
- Life and Accident and Sickness licensed with a minimum 3 years' post-licensing industry experience required
- QUALIFIED ASSOCIATE FINANCIAL PLANNERTM (QAFP) or CERTIFIED FINANCIAL PLANNER (CFP) designations are an asset
- Proven history of serving clients in a professional services environment
- Familiarity with insurance industry and proficient with insurance products and features
- Knowledge of insurance and estate planning principles
- Proficient in industry product offerings in the areas of: Life Insurance, Disability Insurance, Critical Illness, Long-Term Care Insurance, Payout Annuities, and Segregated Funds
- Proficient with regulatory and compliance responsibilities
- Proficiency with insurance-based applications such as insurance company software, Life Guide, and Cannex
- Experience with financial planning software and customer relationship management software are an asset
What We Offer:
A culture of openness, collaboration, and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and encourage and appreciate each other's contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career.
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