Join as an Insurance Advisor Support Associate, championing client service and operational efficiency in a hybrid work environment. You'll facilitate advisor success by streamlining operations and delivering outstanding support, enabling them to focus on client relationships and growth.
In this integral role, you'll process advisor business meticulously while ensuring regulatory compliance. Stay current on updates and conduct in-depth analysis to uncover new client opportunities. Robust organizational skills and attention to detail are essential to meet service level agreements and operational goals.
Key Responsibilities:
• Manage all aspects of advisor business processing
• Organize workflows to meet operational targets
• Conduct thorough data mining for client opportunities
• Prepare insightful reports and client summaries
• Support regulatory compliance of client documentation
Requirements:
• Minimum 3 years in life insurance or financial services
• Education in business or equivalent experience
• Skilled in Life Insurance Carrier software
• Proficient with Microsoft Office tools
• Strong problem-solving and fact-finding skills
Strengthen advisor performance by enhancing the service quality and operational processes in this vital support role.
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Apply on Kit Job: kitjob.ca/job/2frydf
📌 Individual Insurance Advisor Support Associate: Navigate Sales Excellence (Toronto)
🏢 Northbridge Financial
📍 Toronto
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