Licensed Insurance Assistant

About Us

Northwise Insurance is a multi-carrier life and health insurance brokerage specializing in insurance planning for families, professionals, and business owners across Ontario.

We are partnered with National Bank and work closely with their advisors and clients to deliver a modern, client-centric insurance experience — from identifying insurance needs to completing underwriting and policy delivery.

We are seeking a detail-oriented, licensed insurance professional to join our growing team in a hybrid role combining administration, client coordination, and sales. This is a contract position with flexible hours, starting part-time and with potential to expand to full-time as we continue to grow.

Role Overview

You'll play a key role in ensuring our clients and bank advisors experience smooth, efficient service from first contact to policy issue.

This position combines insurance paperwork processing and sales opportunities. The ideal candidate will be organized, self-motivated, comfortable with both administrative tasks and client interaction, and eager to build a long-term career in the life and health insurance industry.

Key Responsibilities

• Make outbound calls to clients and prospective clients to book appointments and follow up on insurance inquiries.
• Assist with completing insurance applications, policy signings, and other client documentation.
• Handle policy servicing tasks — address/banking/beneficiary changes, delivery confirmations, and policy issue tracking.
• Liaise with insurance carriers and internal specialists to ensure all cases move through underwriting efficiently.
• Maintain accurate CRM notes, follow-ups, and case tracking systems.
• Participate in client meetings as needed to review coverage and present recommendations.
• Optional sales component: For qualified candidates, opportunity to handle your own life and health insurance cases for additional commission.

What We're Looking For

• Active Ontario Life & Health (LLQP) Licence — required.
• Strong attention to detail and ability to process complex paperwork accurately.
• Excellent organization, follow-up, and communication skills.
• Professional phone presence and comfort making outbound calls to clients and prospects.
• Proficient with basic computer tools (Excel, Outlook, e-signature platforms, CRM).
• Prior experience with insurance case processing, underwriting follow-ups, or financial services is an asset.
• Self-motivated and capable of working independently under a contract arrangement (T4A).

Compensation

• Base hourly rate, plus commissions for qualifying insurance sales.
• Strong growth potential as we scale — initial part-time (approx. 15–25 hrs./week) with opportunity to transition to full-time contractor status.

Why Join Us

• Work directly with a CFP-led brokerage trusted by a national financial institution.
• Exposure to a high-volume referral environment with ongoing client opportunities.
• Access to multiple insurers and product lines (life, disability, critical illness, etc.).
• Supportive, entrepreneurial culture where your contributions make a direct impact.
• Long-term potential for hybrid advisor or management track within the organization.

Contract Type

Independent Contractor (T4A).

This is not an employment position; you will operate as a self-employed professional or through your own business.

How to Apply

Apply directly through Indeed with your resume and a brief note describing your experience with:

• Life insurance paperwork or case processing, and
• Any experience making outbound calls or sales in financial services.

Only applicants with a valid Ontario Life & Health (LLQP) license will be considered.

Job Types: Part-time, Freelance

Pay: From $30.00 per hour

Expected hours: 20 per week

Benefits:

• Flexible schedule
• Work from home

Work Location: Hybrid remote in Toronto, ON M6J 2V8