About the Role
We are seeking a detail-oriented Life Insurance Operations / Administrative professional to support a leading financial services organization in Barrie. The successful candidate will be responsible for insurance application processing, administrative support, client inquiries, email management, documentation, and operational reporting.
Key Responsibilities
- Manage emails and respond to client inquiries
- Process Life Insurance applications and related administrative tasks
- Accurately document and maintain client/customer information
- Support back-office and operational teams
- Prepare monthly reports and maintain accurate records
- Manage calendars, schedules, and follow-ups
- Ensure assigned work is completed accurately and within established deadlines
- Collaborate with internal and external stakeholders
- Handle sensitive customer information with confidentiality
Must-Have Qualifications
- 3+ years of experience in the Life Insurance industry
- Experience in Life Insurance administration or Sales Support
- Comprehensive knowledge of Life, Critical Illness, and Disability Insurance products and processing
- Calendar management experience
- Strong proficiency in Microsoft Word and Excel
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Ability to work independently and as part of a collaborative team
- Ability to accurately document and record customer/client information
Nice to Have
- LLQP / Level 2 Life License
- CFP, CLU, ChFC, or similar designation
- Experience with insurance solutions, processes, procedures, and systems
- Experience supporting wealth management teams and client relationships
Additional Details
- Small onsite team with support from a larger virtual team
- 3–5 weeks of training provided
- No travel required
- No overtime
- Extension may be possible
- Potential for conversion may be available
Please apply only if you have the required Life Insurance industry experience.
To apply, please submit your updated resume.
Pay: $15.60-$20.69 per hour
Work Location: In person
