Client Insurance Solutions Analyst, Life Insurance
10 hours ago
Make an impact with our Life Insurance team as a Client Insurance Solutions Analyst. This diverse team of specialized Life Insurance professionals supports MNP's insurance solutions and design. As a trusted advisor, you'll be developing and customizing insurance solutions for clients, support a dynamic team of Life Insurance Advisors and engaging in direct discussions.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.
Responsibilities
- Prepare insurance proposals, modelling and other insurance-related documents for clients
- Prepare, refine and deliver presentations and technical material
- Partner with our Life Insurance Team to provide guidance on insurance planning concepts
- Discussion and creation of concepts, strategies, product application relating to insurance and estate planning
- Provide solutions that help families and businesses retain and transfer wealth
- Identify potential concerns/issues and assist Advisors with solutions
- Respond to client calls and answer queries relating to strategies
- Perform other related duties and special projects, as required
Candidate Qualifications
- Minimum of 2-3 years of professional experience in the life insurance or wealth management industry
- Accounting or legal designation (e.g. CPA, CA, LL.B, JD, etc.) is an asset
- TEP and CFP designations are an asset
- Basic knowledge of life insurance terminology and products
- Advanced proficiency in Microsoft Office Programs: Excel, PowerPoint and Outlook
- Excellent organizational and effective time management skills
- Critical thinking skills
- Ability to work independently while being committed to functioning as a team player
- Professional interpersonal and communication skills, both verbal and written
- Ability to multi-task in a fast-paced and challenging environment
Skill Sets Required
- Effective verbal and written communication skills
- Excellent organizational and time management abilities
- Self-motivation with the ability to problem-solve with limited supervision
- Flexibility to work in a fast-paced and dynamic environment with changing priorities
- Ability to work independently and as a team member
- Strong attention to detail
Why Join MNP Insurance Solutions:
- Be part of one of Canada's most respected professional services firms
- Join a growing, nationally integrated team focused on delivering meaningful planning to sophisticated clients
- Competitive salary and comprehensive benefits
- Opportunities for professional growth and advancement
The annual salary range for this position is: $50,000–$70,000.
With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible 'Dress For Your Day' environment, firm sponsored social events and more
We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply
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