Support insurance administration at Investment Planning Counsel with accurate documentation, proactive follow-up, and dependable service across multiple carriers.

Reporting to the Manager, Insurance Link, this non-licensed role supports Insurance Specialists and Advisors within Pinnacle IPC. You will coordinate applications, policy service requests, client information, and administrative workflows. The position serves Advisors and clients without providing insurance advice or recommendations.

Key Responsibilities:

- Coordinate applications, signatures, documents, underwriting, and policy delivery requirements
- Follow up with Advisors, clients, carriers, and internal teams
- Process routine beneficiary, ownership, banking, and address changes
- Monitor mailboxes, queues, case notes, reports, and trackers




- Escalate complex matters and support process improvements

Requirements:

- Post-secondary education in business, administration, finance, or related field preferred
- Experience in insurance administration, advisor support, banking, or financial services
- Strong organization, prioritization, accuracy, and attention to detail
- Qualified written, verbal, telephone, and virtual communication skills
- Microsoft Office proficiency and comfort learning business systems

Bring insurance administration, case coordination, and client service skills to support Advisors through accurate, compliant file management.

📌 Insurance Advisor Support Associate (Canada)
🏢 Canada Life Group
📍 Canada