Financial Services Representative
2 weeks ago
Programmed Insurance Brokers Inc. (PIB) is a leading insurance and financial services agency with a strong presence in the industry. Our team of experts offers unique solutions and custom financial services that empower our clients with real choices.
We are committed to providing exceptional service and support to our clients, helping them navigate their insurance and financial needs. Whether you have personal or corporate requirements, we can help you find an insurance or financial solution that suits your needs.
Key Services:
- Wealth Management & Financial Planning
- Commercial Business Solutions
- Group Benefits & Group Retirement Services
- Life Insurance & Living Benefits
- Home & Auto Insurance
Job Description
This role involves working closely with our insurance carrier business to provide comprehensive financial services to our clients. Key responsibilities include:
- Processing statements (annually and quarterly)
- Working with GIC block and assigned GRS block
- Maintaining client records
- Department reporting
- Other tasks as assigned
Qualifications:
- 3-5 years' work experience in a financial/insurance environment
- Knowledge of investment processes and procedures
- Proficient in Microsoft Office suite of products
- Highly organized, detail-oriented, proactive, and able to multitask
- Effective communication skills (written and oral)
Benefits:
- A competitive salary of $55,000 - $65,000 per year
- A comprehensive benefits package, including health, dental, and vision coverage
- The opportunity to work with a dynamic team and contribute to a positive work environment
Location: Elmira, ON, with subsidiary offices in London and Chatham, ON, Bedford, NS, and Edmonton, AB.
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