Job Summary: The primary purpose of this position is to deliver a high level of service and assistance to the Administration Team within the Individual Wealth & Insurance Management Division.
Key Responsibilities:
Process various service requests:agent of record changes, contract assignments or release of assignments, owner and beneficiary changes, banking changes, premium payments, cancellation requests and other various requests
Pro-active policy service for annual renewals or special requests (e.g. annual post-dated cheques, charitable donation receipts and corporate year-end values)
Creating and distributing insurance summaries and anniversary listings
Scanning/emailing client statements to the advisor
Assist the Administration Team with any other requests or administrative tasks including file clean up and scanning
Position Requirements:
Minimum 1+ year of customer service and administrative experience preferably in an insurance, banking or finance workplace
Attention to detail and accuracy is required
Providing exceptional assistance while managing and prioritizing work flow




Develop and maintain exceptional working relationships
Excellent time management and problem-solving skills
Excellent written and verbal communication skills
Basic skills in Outlook, Word, and Excel
Working knowledge of Maximizer CRM an asset
Quick learning and adaptability to various software platforms an asset
Enjoys a fast-paced challenging setting
Team player who is also able to work independently
Ability to work well with others throughout the organization
Reporting Structure:
Manager, Insurance Services
What makes us exceptional is that we live our values. ZLC Financial delivers financial success to our clients and enables the same growth goals for the people that make up our firm. Our clients love us, and our staff and advisory team love to work here. Success is accessible to everyone, and we believe that together both our staff and clients prosper.
This is full time, permanent position with a hybrid work model.
Job Type: Full time
Salary: $55,000 - $65,000 depending on experience.
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📌 Insurance Services Assistant British Columbia (Canada)
🏢 ZLC Financial
📍 Canada