Administrative Assistant – New Business & Client Service Coordinator

Company: Pereux Insurance Planning

Position Type: Full time

Compensation: Competitive Salary + Full Benefits

About Pereux Insurance Planning

At Pereux Insurance Planning, we are dedicated to providing personalized insurance solutions and exceptional service to our clients. We are seeking a detail-oriented, proactive individual to join our growing team as an Administrative Assistant – New Business & Client Service Coordinator. In this role, you will be integral to our daily operations, ensuring seamless onboarding for new clients and maintaining high standards of client care.

Key Responsibilities

· New Business Processing: Handle and track all life insurance new business applications from submission to policy delivery.

· Calendar & CRM Management: Schedule client meetings, maintain Advisor calendars, and keep CRM database records accurate and up to date.

· Client Service: Provide high-quality, professional daily client service, answering inquiries and resolving administrative requests.

· Advisor Support: Assist Financial/Insurance Advisors with comprehensive meeting preparation,



including compiling files and drafting necessary documentation.

Qualifications & Skill Set

· Attention to Detail: High level of accuracy in data entry, document review, and task execution.

· Multi-Tasking & Organization: Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.

· Customer Service Orientation: Strong interpersonal and communication skills to deliver outstanding service to clients and partners.

· Technical Proficiency: Hands-on experience with:

o Microsoft Office Suite (Word, Excel, Outlook)

o Digital signing platforms (DocuSign)

o Virtual meeting software (Zoom, Microsoft Teams)

How to Apply

If you meet the qualifications above and are looking to build a rewarding career with a supportive team, we would love to hear from you! Please submit your resume and cover letter detailing your relevant experience to Lianne Pereux, [email protected]

Pay: $45,000.00-$55,000.00 per year

Benefits

- Employee assistance program
- Extended health care
- RRSP match

Work Location: In person

📌 Administrative Assistant (New Business & Client Service Coordinator) (Winnipeg)
🏢 Pereux Insurance Planning
📍 Winnipeg