Manage insurance administration for CIBC’s estate planning team in Montréal, reviewing applications and coordinating underwriting requirements. French and English fluency is required.
This Assistant supports Head Office and Estate Planning Specialists with accurate documentation, client files, ongoing service, sales materials, and marketing activities. You will review life insurance applications, process related documents, prepare illustrations, and direct insurance enquiries appropriately. The regular schedule is 37.5 weekly hours.
Key Responsibilities: Check applications and change forms for completeness
Send insurance documentation to carriers
Request underwriting requirements from underwriters
Maintain complete and accurate client records
Complete electronic and paper insurance applications
Requirements: Two to three years in the insurance industry
Degree or diploma in Business
LLQP certification is an asset
Fluent French and English communication
Detailed, client-first approach to decision making
Apply insurance administration, documentation accuracy, and bilingual communication skills while supporting CIBC’s estate planning specialists.

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📌 Insurance Administration Assistant Montréal (Quebec City)
🏢 CIBC World Markets Inc (Canada)
📍 Quebec City