Insurance Service Coordinator

8 hours ago


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

**Insurance Service Coordinator**:
We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends.
We are looking for a FULL TIME Administrative assistant to coordinate, process and handle our insurance cases.
Please note due to the complex nature of this position, Experience in the insurance industry is a prerequisite. Knowledge of the following components is absolutely vital:
Term insurance, Critical illness insurance, Group plan administration, Health and dental insurance, Permanent insurance, Disability insurance, Accident & Sickness.
Please note this is a support role for the advisors that are in the office.
Responsibilities include but are not limited to:

- Process Insurance products: Term, Permanent, Group, Disability, Accident & Sickness.
- Prepping files + Reports and summaries
- Handle group plan renewals and quotes
- Scanning all paperwork electronically.
- Coordinate with advisors on ongoing projects and tasks

**Skills and Qualifications**:

- Experience in processing investments is an asset
- Excellent communication skills in English. (French is an asset)
- Strong organizational skills & the ability to prioritize work load.
- Ability to work in a team environment and communicate with others
- Ability to multi task.
- 40+ WPM is a bonus.
- Ability to navigate a computer and have a good skill set of the following software:

- Microsoft Word, Microsoft Excel, PDF, CRM software.
- Experience in the Insurance industry required
- LLQP is not required but an asset
- Have used Fund comparison software and Financial Planning software

**Benefits**:

- Disability insurance
- RRSP match

Schedule:

- Monday to Friday

**Experience**:

- insurance: 1 year (required)

**Location**:

- Sherwood Park, AB T8H 0M2 (required)

Work Location: In person



  • Sherwood Park, Canada Chowdhury Insurance Ltd. Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years - or equivalent experience **Work setting**: - Insurance company **Tasks**: - Address customers' complaints or concerns - Answer inquiries and provide information to customers - Arrange for billing for services - Explain the type and cost of services...

  • Insurance Agent

    9 hours ago


    Sherwood Park, Canada Chowdhury Insurance Ltd. Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year - **Work setting**: - On-site customer service - ** Tasks**: - Assess potential institutional, business or individual client markets - Calculate premiums - Establish client insurance coverage - Establish method of payment - Identify potential markets -...

  • Insurance Trainer

    1 week ago


    Sherwood Park, Canada Millennium Insurance Corporation Full time

    We are Millennium Insurance, and if you're in the Edmonton area and looking to put your skills to use in the insurance industry we are looking for you! Millennium Insurance is part of the Wheaton Group, a family-owned organization based in Edmonton that owns a diverse range of businesses in Western Canada, including banking, airline operations, and, of...


  • Sherwood Park, Canada Millennium Insurance Corporation Full time

    A local insurance provider is seeking a Licensed Insurance Agent in Sherwood Park, Alberta. The ideal candidate will provide exceptional customer service and analyze client risk profiles to recommend suitable insurance solutions. Applicants should possess a General Insurance License and have at least two years of relevant experience. This full-time,...


  • Sherwood Park, Canada Millennium Insurance Corporation Full time

    4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Opportunity Are you a licensed insurance professional with a passion for delivering outstanding client service? Millennium Insurance is looking for driven and knowledgeable individuals to join our Personal Lines team, where you’ll have the opportunity...


  • Sherwood Park, Canada Reliant Insurance Brokers Full time

    **Reliant Insurance**.Setting a new standard! Reliant Insurance is an independently owned and operated brokerage located in Edmonton, Sherwood Park, and Fort Sask, Alberta. At Reliant, we understand the value in having a great team, and offer a culture that supports work/life balance. We have made it a priority to ensure we offer the best to our brokers....


  • Sherwood Park, Canada Kishore Chowdhury - Desjardins Insurance Agent Full time

    Life Insurance representative - Desjardins Insurance Agent Team Member Location: Sherwood Park, ABType: Full Time, Permanent Position Overview:Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. We seek an energetic professional interested in helping our...


  • Sherwood Park, Canada Kishore Chowdhury - Desjardins Insurance Agent Full time

    **Life Insurance representative - Desjardins Insurance Agent Team Member**: Location: Sherwood Park, AB Type: Full Time, Permanent **Position Overview**: Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. We seek an energetic professional interested in helping...


  • Sherwood Park, Canada ReliantFarnese Insurance Brokers Full time

    **Farnese and Reliant Insurance**.Setting a new standard! Farnese/Reliant Insurance is an independently owned and operated brokerage located in Edmonton, Sherwood Park, and Fort Sask, Alberta. At Farnese/Reliant, we understand the value in having a great team, and offer a culture that supports work/life balance. We have made it a priority to ensure we offer...


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

    **IInvestment Service Coordinator**: We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends. We are looking for a FULL TIME Investment assistant to coordinate, process, and facilitate trades and transactions within investment portfolio's. Please note...