Overview
Our client is looking for a Individual Insurance Advisor Support Associate to play a critical role in enabling advisor success by providing comprehensive sales support, client service, and operational excellence. This position helps streamline the sales process, allowing advisors to focus on building relationships and driving business growth. By ensuring compliance, managing cases, and delivering exceptional service, you will enhance advisor credibility, strengthen customer trust, and contribute directly to the value of the advisor’s book of business.
Compensation Range: $50,000 to $74,000 annually Full time, new position
Knowledge, Skills and Requirements
Post-secondary education in a business-related field or equivalent experience.
Minimum 3 years of experience in financial services or life insurance industry preferred.
Proficient in Life Insurance Carrier Illustration software.
Strong skills in Microsoft Office (Word, Excel, Outlook, PowerPoint) and internet-based tools.
Technical & Interpersonal Skills
Manage end-to-end processing of advisor business with accuracy, timeliness, and proactive follow-up.
Organize and execute daily workload to meet service level agreements and operational targets.
Stay current on product updates and software enhancements to support advisor efficiency.
Deliver high-quality, compliant work with strong attention to detail.
Solve complex problems and conduct thorough fact-finding to support advisor decisions.
Prepare client summaries and reports to identify opportunities for added value and increased advisor productivity.
Conduct data mining to uncover upselling and cross-selling opportunities, including renewals.
Work with advisors to maintain compliant client files and ensure adherence to regulatory standards.
Support office operations through efficient workflow management.
Assist advisors with maintaining compliance, integrity, and support broker/agent training initiatives.
Our client offers:
Hybrid work! you get to work from the office and at home 50/50, allowing you to manage both worlds with the ease and flexibility you need.
Our client offers competitive salaries and supports your financial health through their employee share purchase plan, pension plans, RRSP, discounts on staff insurance, and more!
They help you prioritize your well-being from day one through flexible health benefits, early leave days, wellness programs, rewards, and recognition programs.
They are invested in helping you grow in your career through education assistance, internal mobility, and mentoring programs.
Our client cares about the community and supports the causes you believe in with donation matching and team volunteer days.
Our client is an equal opportunity employer and is committed to a workplace reflecting the diversity of the communities it serves. While we thank all applicants for their interest, only those selected for an interview will be contacted. If contacted for an interview, please inform us should an accommodation be required. Our client does include AI capabilities in their screening.
About Insurance Career Network Inc.
Insurance Career Network is a recruitment firm focused exclusively on the insurance industry. Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role.
Since 1991, we have been building and nurturing relationships and with over 13,000 registered candidates, we can tap into our highly technical experience for our clients. Our recruiters come directly from insurance related positions and bring a wealth of knowledge to each recruitment assignment.
TO APPLY: Register and submit your resume through this site or email your resume to francis@insurancecareernet.com or call Francis for more information 416 703-5120 x200.