Key Responsibilities

- Client Service Administration Process client service requests and prepare accurate documentation, correspondence, and follow‑up communications. Coordinate with clients, carriers, and internal stakeholders to resolve service inquiries and maintain up‑to‑date client records.
- New Business Processing Prepare, review, and submit new business applications, ensuring all documentation is complete and compliant. Monitor applications throughout the underwriting and approval process, following up on outstanding requirements to ensure timely completion.
- Advisor Administration Support Serve as a key administrative resource for advisors by providing updates on applications, service requests, and file status. Support advisor operations through meeting preparation, onboarding administration, and coordination of required documentation.
- Operations, Compliance, and Recordkeeping Maintain organized electronic records and ensure documentation complies with privacy, regulatory, and internal standards. Support reporting, data tracking, and process improvement initiatives to enhance operational efficiency and service quality.

Requirements

- 2+ years of administrative experience in insurance, wealth management, financial services, benefits.
- Experience in Individual Insurance is a must.
- Strong Working knowledge of Excel and Docusign, and Copilot.
- Strong attention to detail and ability to maintain accurate, complete, and organized files.

Salary Range

The base salary for this position is between $50,000 - 60,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc).





The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

Benefits

- competitive salaries
- a comprehensive group benefits plan
- a generous retirement savings plan

About Us

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians.

Providing an inclusive, accessible workplace, where all employees and clients feel valued, respected and supported is something we're committed to.

We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

If you require an accommodation or an alternative format of any posting please reach out to [email protected].

We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive.

For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.

📌 Individual Insurance Specialist (Canada)
🏢 840 IFS
📍 Canada