Insurance Administrative Assistant

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 email

Insurance 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 requirements

General 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 fax

Compensation & 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 Services

Unit 4, 4420 Albert Street, Regina, SK

Attention: Scott Calcutt

Email: [email protected]

Only candidates selected for interviews will be contacted.