Insurance Service Coordinator

5 days ago

Sherwood Park, Canada C.I. Financial Ltd. Full time

**Location**: Sherwood Park, Alberta

**Hours**: Monday to Friday, 8:30 AM - 5:00 PM (No evenings or weekends)

We are a well-established Financial Planning firm with multiple advisors seeking a Full-Time Insurance Service Coordinator to support our growing team. This is an in-office, administrative support role focused on coordinating and processing insurance cases for our advisors.

**About the Role**

**Key Responsibilities**
- Prepare and maintain client files, reports, and case summaries.
- Handle group plan renewals, quotes, and administrative updates.
- Scan, organize, and maintain all paperwork electronically.
- Coordinate with advisors to support ongoing client projects and tasks.

**Skills and Qualifications**
- Experience in the insurance industry is required.
- Strong understanding of:

- Term insurance
- Critical illness insurance
- Group plan administration
- Health and dental insurance
- Permanent insurance
- Disability insurance
- Accident & Sickness
- Experience processing investments is an asset.
- Excellent communication skills in English (French is an asset).
- Strong organizational and multitasking abilities.
- Proficient in Microsoft Word, Excel, PDF tools, and CRM software.
- 40+ WPM typing speed is an asset.
- LLQP license isnot required, but considered an asset.
- Familiarity with fund comparison and financial planning software is beneficial.

**Why Join Us**
- Monday-Friday schedule (no evenings or weekends).
- Supportive, professional office environment.
- Competitive compensation based on experience.
- Benefits and RRSP plan provided.

**To Apply**:
**Job Types**: Full-time, Permanent

Pay: $19.12-$29.99 per hour

Expected hours: 40 per week

**Benefits**:

- RRSP match

Work Location: In person

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