Insurance Administrative Assistant

Job Responsibility:

Who we are

We are a progressive financial services firm located in Barrie, ON. We pride ourselves on educating clients and helping them determine the best strategies to meet their objectives. We are expanding our team by adding an Administrative Assistant with an insurance focus. We offer a comprehensive benefit package, a bonus structure and a friendly culture.

Who you are

You are a dynamic team player who loves working in the financial services industry. Specifically, you enjoy providing administrative services like processing business as well as providing top-notch client service. You have experience with insurance and preferably are licensed. You are known for your organizational skills, attention to detail and ability to work in a fast-paced environment.

What you will be doing1. Preparing the advisors for client meetings by providing an agenda, insurance illustrations, presentations, spreadsheets, statements and forms

2. Servicing clients by keeping them up-to-date with their new business, answering their questions and processing changes such as address, banking, beneficiary, ownership etc.3. Processing insurance transactions and following-up on all outstanding requirements

4. Expediting the underwriting process by reviewing paperwork, processing insurance business, liaising with underwriters and medical organizations

5. Administrative support including scanning, filing, entering data into SalesForce (the CRM), drafting e-mails, creating documents using Excel, Word, PowerPoint and solving administrative issues

6. Reception duties such as answering phones, greeting clients upon arrival and managing incoming and outgoing mail

7. Connecting with clients to schedule appointments and to provide information on behalf of the advisor

8. Supporting other team members by pitching in where needed

What you bring

• Life license (LLQP) - if not held, it will need to be obtained within 6 months of employment
• MFDA's CIFC (preferred) or the ability to obtain within the first year
• 2+ years' experience in a financial service advisory firm focused on insurance (preferred)
• Post-secondary education (preferred)
• Ability to work independently and to exercise sound judgment and discretion.
• Ability to think critically and multitask
• Technology orientation including proficiency with MS Office and SalesForce CRM
• Excellent organizational skills, with strong attention to detail and accuracy
• Strong time management, communication and priority setting skills in order to meet deadlines
• Strong communication skills, both written and verbal, with the ability to deal with clients in a professional and courteous manner, in person and digitally

The salary range will be from approximately $42,000 to $50,000 depending upon experience.

Please respond with a cover letter expressing your interest in joining this progressive, dynamic team.

Job Types: Full-time, Permanent

Pay: $42,000.00-$50,000.00 per year

Additional pay:

• Bonus pay

Benefits:

• Flexible schedule
• On-site parking

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Barrie, ON: reliably commute or plan to relocate before starting work (preferred)

Education:

• Secondary School (preferred)

Experience:

• Administrative experience: 3 years (preferred)
• Insurance Service: 1 year (preferred)
• Investment: 1 year (preferred)
• Financial services: 2 years (required)

Work Location: In person