About this role
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 emailInsurance 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 requirementsGeneral 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 faxCompensation & 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 ServicesUnit 4, 4420 Albert Street, Regina, SKAttention: Scott CalcuttEmail: [email protected] candidates selected for interviews will be contacted.