Deliver insurance client service at CIBC through timely follow-up, policy communications, and accurate documentation. Work full-time in office Monday through Friday.

As an Estate Planning Assistant, you will support Head Office and Estate Planning Specialists with client service, administration, sales, and marketing. You will distribute anniversary statements, respond to enquiries, and coordinate timely service with Investment Advisors. Insurance-related discussions require appropriate licensing.

Key Responsibilities:

- Distribute client anniversary statements and notifications
- Follow up with Investment Advisors regarding timely client reviews
- Respond to client enquiries or direct them appropriately
- Obtain insurance quotes from relevant providers
- Maintain accurate and complete client documentation

Requirements:

- Experience in customer service, estates, insurance, and sales
- Business degree or diploma
- LLQP certification or willingness to obtain within twelve months
- Careful attention to detail and critical thinking skills
- Commitment to client-focused service and meaningful relationships

Use client service, insurance knowledge, and organized follow-up to support estate planning specialists and CIBC clients.

📌 Insurance Client Service Assistant (Canada)
🏢 CIBC
📍 Canada