Become an essential part of ZLC Financial as an Insurance Services Assistant, delivering high-quality service within the Individual Wealth & Insurance Management Division in a full-time hybrid work setting.

This position calls for a minimum of 1 year of experience in customer service and administration, ideally in an insurance or finance setting. Your role will include processing requests like contract changes and cancellations, as well as proactively managing renewals. Excellent attention to detail and communication will be key to your success in this collaborative and engaging role.

Key Responsibilities:
• Process client requests for policy changes and payments
• Provide proactive support during renewal periods




• Generate and send insurance summaries to clients
• Scan and email documents to advisors promptly
• Assist with various administrative tasks within the team

Requirements:
• At least 1 year in a customer service or administrative role
• Strong attention to detail with accuracy
• Effective written and verbal communication skills
• Basic knowledge of Microsoft applications
• Quick adaptability to new software platforms

Support ZLC Financial's mission and enhance client experiences through your dedicated service.
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📌 Insurance Administrative Assistant at ZLC Financial (British Columbia)
🏢 ZLC Financial
📍 British Columbia