Life Insurance Assistant

Our client in Mississauga is looking for a life insurance administrative assistant to join the team.  This company has been successfully helping clients achieve their investment goals and meet their lifestyle protection needs since 1988.  This role is in office with option to have hybrid working arrangements.

Responsibilities

 Client Service and Client Relationship Management (CRM) 

·       Professionally respond & assist clients who inquire with phone calls and/or e-mail by creating and maintaining a high touch experience 

·       Anticipate client concerns and deal with them proactively

·       Keep CRM up to date with meeting notes, phone conversations, actions taken, etc.

·       Implement the relationship management strategies used by the firm 

·       Review client file and CRM for next actions and planning/sales opportunities

 Pre and Post Case Preparation 

·       Pre-brief and debrief client meetings with advisor

·       Co-ordination, preparation and completion of client meeting agenda, quotes, presentations, spreadsheets, statements, forms and materials for client meetings and reviews

·       Preparation of client meeting notes and follow up letters/emails

 Insurance Services

·       Review of forms, applications & paperwork for accuracy and completeness

·       Manage and expedite the underwriting process, including liaising with underwriters, paramedical and medical organizations

·       Follow-up on outstanding information and requirements

·       Communicate with clients to keep them informed of where they are at in the underwriting process

·       Prepare insurance quotes using supplier software

·       Prepare statements

·       Investigate and solve administrative issues accurately and completely

·       Understand and comply with compliance standards and regulations

·       Ensure forms are up to date

·       Develop and maintain effective workflow policies and procedures

·       Monitor and measure carrier cycle times for underwriting new business

 Administrative Services

·       Ensure address/name changes are updated with appropriate companies 

·       Scan/digitize all documents for client files

·       Partner closely with the senior leader to manage client appointment bookings, help send out blogs and newsletters and keep track of professional designations, credits etc.  

·       File/organize all marketing materials

·       Photocopying 

·       Answer phones and emails

·       Make NSF calls to clients

·       Create documents using Excel, Word, PowerPoint

·       Maintain current hardware and software needs

·       Liaise with 3rd Party technology support teams/companies

Qualifications & Requirements:

·       Life insurance license (LLQP) or willing to get in the first 6 months 

·       3+ years’ experience as an assistant in an office (Ideally supporting an advisor)

·       Post-secondary education is ideal 

 Knowledge:

·       Proficiency in Microsoft Office Suite of Tools

·       Experience with Insurance Systems is ideal 

·       Experience with a Contact Management System, preferably ACT

·       Able to pick up technology quickly 

Skills and Abilities:

·       Strong work ethic, exceptional organizational & time management skills

·       Detail-oriented, taking pride in accuracy and quality of work

·       Proactive client service focus and positive attitude

·       Professional verbal and written communication skills

·       Team player who can take direction from others yet can also work independently