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.

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