Insurance Services Coordinator
1 day ago
About PIB (Programmed Insurance Brokers Inc.)
We are a leading full-service, multi-line insurance and financial services agency established in 1980.
As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, we offer unique insurance solutions and custom financial services that empower our clients with real choices.
Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients' trust and confidence over the years.
We provide tailored solutions for individuals and businesses, whether it's personal or corporate needs. Our team of experts is dedicated to delivering exceptional service and support.
Key Responsibilities:
- SUPPORTING INVESTMENT ADVISORS WITH ADMINISTRATIVE TASKS AND DOCUMENTATION
- UNDERTAKING THE FULL ADMINISTRATION OF MUTUAL FUND AND INSURANCE CARRIER BUSINESS
- PREPARING NEW ACCOUNT PAPERWORK, TRADE DOCUMENTS, AND VERIFYING TRANSACTION COMPLETION
- RESPONDING PRO-ACTIVELY TO INQUIRIES OR CONCERNS FROM ADVISORS, CLIENTS, AND DISTRIBUTION PARTNERS
- ADMINISTERING AND PROCESSING DOCUMENTATION RELATED TO CLIENT FILES AND REGULATORY REQUIREMENTS
- REVIEWING DOCUMENTS TO ENSURE DATA IS CORRECT AND WITHIN SPECIFIED TERMS AND OBTAINING AND VERIFYING MISSING OR INCOMPLETE DATA
- Maintaining client records
- FOLLOWING THROUGH ON THE RISK AND COMPLIANCE PROCESSES AND POLICIES TO ENSURE WE SAFEGUARD OUR CUSTOMERS' ASSETS, MAINTAIN THEIR PRIVACY, ACT IN THEIR BEST INTERESTS, AND ENSURE AN EFFECTIVELY RUN BRANCH
- OTHER TASKS INLINE WITH THIS POSITION AS ASSIGNED
- PARTICIPATE FULLY AS A MEMBER OF THE TEAM, PROMOTE TEAM EFFECTIVENESS AND CONTRIBUTE TO A POSITIVE WORK ENVIRONMENT
Benefits and Perks:
- A COMPETITIVE SALARY OF $60,000 TO $80,000 PER YEAR
- A COMPREHENSIVE EMPLOYEE GROUP BENEFITS PACKAGE (HEALTH, DENTAL, DISABILITY, LIFE AND TRAVEL)
- PROFIT SHARING AND COMPANY PENSION
- FLEXIBILITY WITHIN THE ROLE, HOURS, AND OFFICE LOCATIONS
- WELLNESS PROGRAMS AND SOCIAL COMMITTEE TO PROVIDE TEAM, FAMILY AND INDIVIDUAL COLLABORATION AND CULTURE AROUND STRATEGIC GOALS, FUN, WELLNESS, HEALTH AND LIFESTYLE
- COMMITTED TO DIVERSITY, EQUITY, AND INCLUSION
About You:
We are looking for a highly organized and detail-oriented individual with excellent communication skills and the ability to multitask. The ideal candidate will have 3-5 years of experience in a financial/insurance environment and knowledge of investment processes and procedures.
Why Work at PIB?
At PIB, we value our employees and offer a supportive and inclusive work environment. We are committed to diversity, equity, and inclusion and believe that everyone deserves an opportunity to succeed. If you are passionate about delivering exceptional customer service and working in a dynamic team environment, we encourage you to apply.
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