Insurance Administrator

**About CPA Insurance Plans West (CPAIPW)**

At CPA Insurance Plans West (CPAIPW), we take care of the person behind the designation. We provide insurance solutions and group employee benefits designed to protect the health and wealth of CPAs. As a not-for-profit organization, we are committed to delivering exceptional service tailored to the unique needs of CPAs.

Now is an exciting time to join CPAIPW. We're expanding our team to support a future filled with new opportunities and new ways to serve our clients. For those who thrive in an energetic environment and want to be part of something meaningful, CPAIPW offers a chance to grow and make a difference.

**The Role**

Are you looking to launch a successful career in the insurance industry? As an Insurance Administrator, you will gain hands-on experience in sales, client service, administrative support, and insurance operations, setting the foundation for long-term growth and advancement. In this client-facing role, you will actively support the sales and service teams by managing customer relationships, coordinating client communication, processing transactions accurately, and providing essential administrative support to ensure smooth operations. This role offers excellent career development opportunities, including mentorship, professional licensing support, and potential advancement into an advisory role.
- If you’re highly organized, detail-oriented, and eager to learn, this is an excellent opportunity to develop your skills in a dynamic and rewarding industry._

**Key Responsibilities**:

- **Sales & Service Support**: Assist the sales team by maintaining the CRM system, tracking leads, supporting client follow-ups, and ensuring smooth transitions from inquiry to transaction.
- **Data Management & Administration**: Accurately input and update client information, sales transactions, and policy details in company systems. Maintain organized records and documentation.
- **Billing & Payment Coordination**: Assist with client invoicing, premium calculations, payment collection, and adjustments to ensure accurate and timely processing.
- **Operational Support**: Provide administrative support across departments, including office management, scheduling, and document preparation.
- **Industry Training & Development**: Work toward completing provincial licensing requirements (LLQP/HLLQP) and stay informed about industry regulations. Serve as a backup advisor when needed to support continuity in client service.

**Qualifications**:

- Excellent verbal and written communication skills with a professional and customer-friendly approach.
- Strong organizational skills and attention to detail, with the ability to manage multiple tasks efficiently.
- Adaptability and flexibility in a fast-paced environment.
- Strong problem-solving skills, decision-making abilities, and a proactive approach to challenges.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems.
- Digital literacy and the ability to learn and use industry-specific tools and software.
- Insurance-related experience is an asset
- Life/A&S License (HLLQP/LLQP) is an asset.

**Core Values**:

- **Let’s Go** - We are genuinely excited about delivering exceptional value, and we are highly motivated to turn that excitement into meaningful action today.
- **Raise the Bar** - Every team member has the power to improve what we do, from the smallest task to the biggest project. We consistently set new standards of excellence.
- **Anything is Possible**:

- We approach obstacles with an open mind, find solutions, and transform every challenge into an opportunity.
- **We are Good People** - We seek to make a positive impact on the lives of those around us. We are trustworthy and committed to doing the right thing.

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

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- RRSP match
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: In person

Expected start date: 2025-04-01