Life Insurance Senior Marketing Assistant

Job Title: Senior Marketing Assistant

Job Overview

As a Senior Marketing Assistant, you will provide administrative support to our advisory team specializing in individual life insurance, living benefits and wealth management products. Your responsibilities will include processing new business, inforce policy service, marketing support, commission tracking, contracting and other administrative tasks. This position offers great opportunities for growth as an administrative insurance professional.

This position offers great opportunities for growth as an administrative insurance professional.

Key Responsibilities

• Greet and welcome clients and other guests to our office.

• Respond to client inquiries over phone, by email or in-person.

• Manage the underwriting of new insurance policies, including assistance in preparing applications, data collection, running illustrations, ordering of medical requirements, following up on outstanding requirements, preparing contracts for delivery and ensuring all documents are in good order.

• Prepare and process new segregated fund applications, purchases, redemptions and other transactions.

• Process and manage all inforce service requests (changes to owner, beneficiary, banking, address, investment fund, reduction of coverage, policy conversion, policy split, etc).

• Prepare professional summaries of insurance and investment products for our clients.

• Manage insurance and investment back-office portals with accurate, timely data entry and document uploads.

• Manage office workflow, assessing priorities of multiple advisors and incoming requests to ensure all deadlines are met.

• Provide quarterly and year-end reporting of policy/account values to high-end clients.

• Track commissions on new business for all advisors and prepare monthly and year-end reporting to President.

• Collaborate with insurance carriers, MGA and team members to deliver prompt, accurate and excellent service to our clients at all times.

• Manage client CRM, updating policy and contact information accordingly and creating notes of all client activity.

• Prepare professional summaries of insurance and investment products for our clients.

• Maintain inventory of presentation materials and office supplies.

• Provide support to advisory team in the day-to-day operations of the business.

Requirements

• Direct experience in life insurance and investment product administration is required.

• Insurance product knowledge a must.

• Willingness to complete LLQP course and agent licensing to support advisory team in long term.

• Excellent communication and customer service skills.

• High attention to detail and accuracy.

• Organization skills.

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint).

• Ability to handle multiple tasks simultaneously and meet deadlines.

About Guidance Financial

We are a growing independent advisory firm in Burlington, Ontario. We strive to improve and organize our clients’ financial lives using a simple, straight-forward approach. We spend time to understand each client’s goals and then design a customized program, tailored to those needs. Through constant adjustment and monitoring of critical life and financial events, we keep the plan headed in the right direction. Our clients are a select group of successful professionals, families and business owners who are aspiring to a “work-optional lifestyle”.

We value hard work, honesty and family-first approach. We treat our clients and co-workers with utmost respect and professionalism. We pride ourselves with providing excellent client service. Your role in client service is key in continuing to provide this standard of excellence.

Our team is housed in a beautiful office in North Burlington, with affiliates in the Toronto, Ottawa and Hamilton/Niagara areas.

To apply please send your resume to Scott Reynolds, President at ***email_hidden*** or call him at View phone number on ca.workus.org