Life Insurance Coordinator

You’re** knowledgeable **in insurance and living benefits products, practices, and processes.

You’re a** communicator - **strong communication skills both verbally and written.

You’re **self-motivated** - ability to work independently and as a team.

If you’re nodding, this **Life **Insurance Coordinator** **role in the** Wealth Management **department may be perfect for you

**What’s the ask?**

Reporting to the Operations Manager, Wealth Management, your primary purpose is to work closely with advisors in the development and management of the advisor’s book of business.

Your **focus** would be assisting the advisor on both new and existing business.

Your **goal** will be to provide same day service on administrative functions while maintaining a high level of accuracy and professionalism.

**Key Responsibilities**

Assist Advisors in meeting all service model actions for clients from pre-sale, issue and post issue changes by;
- Supporting advisor with placing new business.
- Preparation of underwriting requirements for advisors, including managing the underwriting process to completion.
- Preparation of new insurance contracts for client delivery.
- Inputting and maintaining data in Customer Relationship Management (CRM) - EPIC platform.
- Handling any post issue policy change requests from clients (i.e. beneficiary change, face amount changes, disbursements, death claims, requesting illustration)
- Highly responsive to advisor inquiries and concerns.
- Ability to deal with client resolution, including complaint handling and correcting errors.
- Develop and maintain good advisor and internal relationships while ensuring confidentiality.
- Support and backup for other Life Insurance Coordinators

**What does it take?**
- Minimum of 3-5 years’ experience within the Insurance Industry;
- You have strong knowledge of Life insurance and Living benefits products;
- You have strong experience with insurance carrier products and illustration software;
- University Degree/College Diploma (would be an asset)
- Individual Agent License (LLQP) (would be an asset)
- You have solid problem-solving skills
- You have strong working knowledge of Microsoft Office Suite of products
- You have strong communication skills, both written and verbal;
- You have strong prioritization skills and flexibility and enjoy working in a fast-paced environment;
- You pride yourself in your strong attention to detail and a high degree of accuracy;
- Client confidentiality is of the upmost importance
- Able to work independently and self-motivated

**Who we are**:
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

**What sets us apart?**

**Be in good company**

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

**Challenge your thinking**

You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

**Grow together**

We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

**Benefits and perks**
- Competitive salary
- Participate in our comprehensive benefits plan on day one — no waiting period
- Company-matched Retirement Savings Plan
- Company-paid training and development courses
- Community involvement
- Hybrid work environment

**Are you interested?**

**Please Apply**

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

LI-Hybrid