Insurance Portfolio Manager

2 days ago


Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time
Job Summary

We are seeking a skilled Insurance Portfolio Manager to join our team at Nicola Wealth Management Ltd. This is a dynamic and challenging role that requires strong analytical skills, excellent communication abilities, and a deep understanding of insurance products and risk management.

About the Role

In this role, you will be responsible for assessing potential client markets, calculating premiums, establishing client insurance coverage, and ensuring all necessary policy requirements are met. You will work closely with clients to understand their unique needs and provide tailored solutions to meet their objectives.

Key Responsibilities:
  • Assess potential institutional, business or individual client markets
  • Calculate premiums based on complex financial models and data analysis
  • Establish client insurance coverage, including life, health, and property insurance
  • Evaluate risks and recommend appropriate coverage options
  • Develop and maintain strong relationships with clients through exceptional customer service and communication
Requirements

To succeed in this role, you will need:

Education:
  • A degree in a related field, such as business, finance, or economics
  • Relevant certifications, such as the Life Licence Qualification Program (LLQP)
Skills and Qualifications:
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment with multiple priorities
  • Proficiency in Microsoft Office and other relevant software applications
  • Experience working with insurance products and risk management
Benefits

We offer a competitive salary and benefits package, including:

  • Base salary: $80,000 - $110,000 per year
  • Bonus structure tied to performance
  • Comprehensive benefits package, including health care plan and Registered Retirement Savings Plan (RRSP)
  • Paid time off and wellness program
Why Join Our Team?

Nicola Wealth Management Ltd. is a leading wealth management firm dedicated to delivering exceptional client service and results-driven investment solutions. We foster a collaborative and supportive work environment that encourages professional growth and development. If you are passionate about insurance and risk management, and want to work with a dynamic team, we encourage you to apply.



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