Life Insurance Associate (Barrie)

Life Insurance Associate (Barrie)

31 Aug
|
Dexian
|
Barrie

31 Aug

Dexian

Barrie

Job Title: Life Insurance Associate

Location: Barrie, ON (onsite)

Duration: 12 months contract (with possibility of extension/conversion)

Position Overview The successful candidate will provide administrative, operations, and client service support within the Life Insurance industry. The role will involve managing emails, processing applications, completing required tasks accurately, addressing client concerns, collaborating with back-office teams, and preparing monthly reports.

The ideal candidate will have experience in the insurance industry, particularly Life Insurance, along with strong administrative, operations, or client service experience. Robust attention to detail, organizational skills, and the ability to manage multiple priorities are required.

Key Responsibilities

- Manage emails and respond to client-related inquiries.
- Process applications and complete required tasks accurately.
- Address client concerns and provide appropriate support.
- Collaborate with back-office teams.
- Prepare monthly reports.
- Manage calendars and scheduling.
- Accurately document and record customer/client information.
- Interact with both internal and external stakeholders.
- Participate in weekly and monthly meetings.
- Handle customer data as required for the role.
- Work effectively both independently and as part of a team.
- Apply knowledge of life, critical illness, and disability insurance processing and products.

Required Qualifications & Experience

- 3+ years of service experience in the Life Insurance industry in an administrative or sales supporting role.
- Comprehensive knowledge of life, critical illness, and disability insurance processing and products .
- Experience with calendar management .
- Previous experience using computer applications such as MS Word and Excel .
- Strong administrative,



operations, or client service background.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities.
- Strong communication and collaboration skills.
- Ability to work effectively in a team environment as well as independently.
- Proactive approach to work.
- Ability to accurately document and record customer/client information.

Preferred Qualifications / Nice-to-Have

- Level 2 Life License or LLQP , or ability to attain it within the first 6 months of the start date.
- Designations such as:
- Certified Financial Planner (CFP)
- Certified Life Underwriter (CLU)
- Chartered Financial Consultant (CHFC)
- Similar designations

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

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📌 Life Insurance Associate (Barrie)
🏢 Dexian
📍 Barrie

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