Insurance Administrative Assistant
$40k - $50k per yearFull-time
Independent Financial Services
Join our team of 2 advisors and 9 assistants. We are seeking an experienced Insurance Administrative Assistant to support insurance business from application to placement. This is not an entry-level position. Previous insurance industry experience is required.
Qualifications
Insurance industry experience required; investment, banking, or mutual fund experience is an asset
Strong knowledge of term, whole life, universal life, PAR, and non-PAR products
Self-motivated, organized, detail-oriented, and accurate
Excellent telephone, communication, listening, and client service skills
Ability to manage multiple priorities, deadlines, interruptions, and follow-up tasks
Proficient in Microsoft Word, Excel, Outlook, and online applications
Comfortable using multi-line phone systems, fax, photocopiers, and email
Insurance Duties
Assist with insurance applications
Gather and complete required documentation
Arrange medical requirements for clients
File and maintain completed documents
Follow industry regulations and Head Office requirements
Assist with estate settlement requirements
General Duties
Prepare letters, memos, and correspondence
Maintain filing systems, spreadsheets, databases, and client records
Coordinate client statement information with Head Office
Prepare bulk mail-outs and manage incoming/outgoing mail
Communicate with clients and insurance companies by phone, email, and fax
Compensation & Hours
Competitive salary based on experience and knowledge
Bonus opportunities
Comprehensive benefits program
RRSP program
In-office position only; remote work not available
Monday to Friday, 8:00 a.m. to 4:30 p.m.
Apply To:
Independent Financial Services
Unit 4, 4420 Albert Street, Regina, SK
Attention: Scott Calcutt
Email: [email protected]
Only candidates selected for interviews will be contacted.
Vacancy posted 4 days ago
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