15 Aug
|
Nex3
|
North Vancouver
15 Aug
Nex3
North Vancouver
Admin – LLQP Life Insurance
Nex3 Consulting is recruiting for a client, a wealth management office in North Vancouver, hiring an Admin for their life insurance practice. Role covers client onboarding, policy paperwork, compliance tracking, and front-line client communication. LLQP license (or in-progress) required.
Job type: Full time
Pay: $20–24/hour CAD
Location: North Vancouver, BC — Hybrid
Responsibilities
Process new business applications, policy changes, and renewals
Maintain client files per provincial compliance standards
Schedule client meetings, prep documentation for advisor reviews
Track license renewals, CE credits, and regulatory deadlines
Answer client inquiries on policy status, billing, claims routing
Liaise with insurers (Manulife, Sun Life, Canada Life, etc.) on underwriting status
Maintain CRM records, pipeline tracking, follow-up cadences
Hard skills
LLQP license (active or in progress) — required
MS Office / Google Workspace proficiency
CRM experience (HubSpot, Zoho, or similar)
Familiarity with insurer portals and e-application platforms
Basic understanding of life insurance products (term, whole, universal life) and underwriting process
Data entry accuracy, document management
Soft skills
Discretion with sensitive financial/health information
Explicit written and verbal communication (client-facing)
Organized, deadline-driven, low error tolerance
Comfortable with repetitive compliance-heavy admin work
Teamwork — works well with advisors, other admin staff, and insurer contacts
Flexibility — adapts to shifting priorities, seasonal volume swings
Bilingual (English/Farsi or English/French) a plus depending on client base
Nice to have
Prior MGA or brokerage experience
Familiarity with CRA-related tax implications on insurance products
Pay: $20.00-$24.00 per hour
Advantages:
Flexible schedule
On-site parking
Work Location: In person
📌 Admin – Llqp Life Insurance North Vancouver
🏢 Nex3
📍 North Vancouver