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Client Service Associate
6 days ago
Job Summary:
We are seeking a client-focused and tech-savvy Client Service Associate to join a growing team. This role is critical to maintaining strong client relationships, ensuring smooth operations, and supporting the firm's business activities. The ideal candidate will bring a keen attention to detail, exceptional communication skills, and a strong understanding of the insurance industry.
Key Accountabilities (including but not limited to):
Client & Policy Administration
- Prepare in-force illustrations, update client information, and process policy changes (e.g., beneficiary designations, change of ownership).
- Document meeting notes, perform accurate data entry, and provide necessary client documentation.
- Maintain organized records and ensure compliance with industry regulations.
Scheduling & Process Management
- Proactively manage scheduling to ensure smooth coordination of client appointments.
Administrative & Operational Support
- Contact carriers, manage communication with financial institutions, and coordinate courier and mail services.
- Prepare correspondence, maintain compliance documentation, and organize financial statements.
- Assist advisors in preparing for client meetings with relevant reports and materials.
Customer Relationship Management & New Business Operations
- Manage and maintain the CRM system to ensure accurate client data.
- Respond to client and advisor inquiries and prepare summaries, proposals, and relevant updates.
Technology & Client Support
- Utilize Microsoft Office Suite efficiently.
- Provide technical support to clients and internal teams.
- Support technology solutions to enhance the client experience.
- Demonstrate strong comfort with cloud-based tools and digital workflows to minimize IT support needs.
Qualifications:
- 2–5 years of combined experience in the insurance industry and administrative roles.
- Proficiency with Microsoft Office Suite.
- Strong technical aptitude and ability to navigate systems independently.
- Good understanding of financial services products, policy provisions, and administrative procedures.
- Self-starter with strong organizational skills.
- Excellent verbal and written communication skills.
- Group insurance knowledge an asset.
Preferred Qualifications:
- Bachelor's degree or college diploma.
- Experience using Customer Relationship Management (CRM) software.
- Fluency in oral and written French.
Benefits:
- Competitive Salary.
- Health and dental benefits.
- Paid vacation.
