About the Role

We are seeking a detail-oriented Life Insurance Operations / Administrative skilled to support a leading financial services organization in Barrie. The successful candidate will be responsible for insurance application processing, administrative support, client inquiries, email management, documentation, and operational reporting.

Key Responsibilities
Manage emails and respond to client inquiries
Process Life Insurance applications and related administrative tasks
Accurately document and maintain client/customer information
Support back-office and operational teams
Prepare monthly reports and maintain accurate records
Manage calendars, schedules, and follow-ups
Ensure assigned work is completed accurately and within established deadlines
Collaborate with internal and external stakeholders
Handle sensitive customer information with confidentiality

Must-Have Qualifications
3+ years of experience in the Life Insurance industry
Experience in Life Insurance administration or Sales Support
Comprehensive knowledge of Life, Critical Illness, and Disability Insurance products and processing




Calendar management experience
Strong proficiency in Microsoft Word and Excel
Robust attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to work independently and as part of a team-oriented team
Ability to accurately document and record customer/client information

Nice to Have
LLQP / Level 2 Life License
CFP, CLU, ChFC, or similar designation
Experience with insurance solutions, processes, procedures, and systems
Experience supporting wealth management teams and client relationships

Additional Details
Small onsite team with support from a larger virtual team
3–5 weeks of training provided
No travel required
No overtime
Extension may be possible
Potential for conversion may be available

Please apply only if you have the required Life Insurance industry experience.

To apply, please submit your updated resume.

Pay: $15.60-$20.69 per hour

Work Location: In person

📌 Operations Officer Ii Life Insurance Barrie (Canada)
🏢 Tundra Technical Solutions
📍 Canada