Insurance Assistant

2 months ago

Vancouver, British Columbia, Canada EightSix Network Full time
Job Title: Insurance Assistant

We are seeking a highly skilled and experienced Insurance Assistant to join our team at EightSix Network. As an Insurance Assistant, you will play a critical role in providing exceptional client service and support to our clients in the areas of insurance and financial planning.

Key Responsibilities:
  • Provide insurance services to a wide range of internal and external clients
  • 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.

This role has an expected salary of $55,000 - $65,000 per year, plus the potential for bonuses.

We appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match what's needed to be successful in this role.

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