Support insurance advisors by optimizing sales and client service as an Insurance Advisor Support Associate. Excel in delivering operational excellence and ensuring regulatory compliance in a hybrid work model.
As a key figure in advisor success, you will leverage your 3 years of experience in financial services or life insurance. The position emphasizes proficiency in managing advisor cases and delivering high-quality work. You'll play a significant role in preparing summaries, reports, and data analyses to identify opportunities for growth and efficiency.
Key Responsibilities:
• Oversee end-to-end processing of insurance advisor business
• Organize daily workloads to align with operational targets
• Deliver compliant, detail-oriented documents for client cases
• Conduct data analysis for upselling and renewals
• Support office operations and compliance initiatives
Requirements:
• Relevant post-secondary education or experience in business
• Minimum 3 years in the financial or life insurance industry
• Proficient in necessary software applications
• Strong skills in Microsoft Office suite
• Detail-oriented with robust problem-solving capabilities
Join a supportive team that values your efforts in empowering insurance advisors and enhancing the client experience through exceptional service.
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Apply on Kit Job: kitjob.ca/job/2fsiwp
📌 Insurance Advisor Support Associate Offering Comprehensive Sales Assistance (Toronto)
🏢 Northbridge Financial
📍 Toronto
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