Job Overview

SUMMARY OF THE ROLE:

- Typical Day-to-Day Responsibilities: Responsible for managing emails, processing applications, completing required tasks accurately, addressing client concerns, collaborating with back-office teams, and preparing monthly reports
- How much time is being spent on meetings: No regular daily meetings. Participation in weekly and monthly meetings will be required.
- Who are they interacting with (internal/external) Both
- Will the contractor have access to any customer data? Yes.

MUST-HAVE Hard Skills:

1.) Calender Management experience

2.) Requires comprehensive knowledge of life, critical illness and disability insurance processing and products

3.) Previous experience with computer applications, such as Microsoft Word and Excel. Education/Experience

4,



3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role

NICE-TO-HAVE

1.) Level 2 Life License or LLQP (or attained within the first 6 months of start date)

2.) Designations such as Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC) or similar designations are considered an asset.

3.) In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures and systems) with client and wealth management team relationship building

Pay: $19.88-$20.00 per hour

Expected hours: 37.5 per week

Work Location: In person

📌 Insurance Clerk (Barrie)
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