Looking for an individual to join our energetic team in our Orleans office as a Life Insurance product Administrative Assistant to support our Life Sales Advisors with daily client interactions and requests.
This role provides key support by managing schedules, handling client communications, preparing documents, processing paperwork, maintaining client records in a database (CRM), coordinating marketing, and ensuring smooth operations while maintaining confidentiality and up‑to‑date product knowledge.
Key Responsibilities
Manage client calls and emails, responding to inquiries professionally.
Handle general client requests, policy changes, and terminations.
Handle client billing and missed payments by arranging payment.
Support client retention and satisfaction.
Schedule appointments and manage advisor calendars.
Prepare and process client‑related documents (applications, account updates).
Maintain organized digital and physical client files and CRM database.
Process paperwork for opening/closing accounts and record transactions.
Assist in advisor sales presentations by taking key notes based on meeting conversations.
Follow the application process through underwriting and coordinate pending business requests with clients and/or underwriting.
Finalize files by gathering signatures and filing electronically.
Help generate leads with client calls for exiting policy review bookings.
Essential Skills & Qualifications
Solid organizational and time‑management skills.
Excellent written and verbal communication and interpersonal skills.
Proficiency in Microsoft Office and CRM systems.
Ability to work in a quick‑paced, deadline‑driven environment.
Discretion and ability to handle confidential information.
Knowledge of life insurance products.
Must be bilingual (English and French).
Must have an active LLQP Life license.
Location, Hours & Compensation
Location: 260 Centrum Boulevard, Orleans, ON.
Full‑time position. Monday–Thursday 10:00 am to 3:00 pm; Friday 10:00 am to 1:00 pm.
Salary: $40,000 to $45,000 annually (based on experience) plus full benefits.
Job is on‑site, not remote.
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📌 Administrative Assistant Life Insurance Advisor Support Ottawa
🏢 Desjardins Insurance
📍 Ottawa
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