Coordinate insurance administration for Investment Planning Counsel as an Advisor Support Associate, using accurate documentation and proactive follow-up. This is permanent full-time work.

Reporting to the Manager, Insurance Link, you will support Insurance Specialists and Advisors across Pinnacle IPC. The non-licensed role covers administrative, operational, and client service support. You will help advance recent and in-force business across multiple insurance carriers.

Key Responsibilities:

- Track applications, signatures, underwriting requirements, and policy delivery information
- Follow up with Advisors, clients, carriers, and internal teams
- Process routine beneficiary, ownership, banking, and address changes
- Monitor queues, maintain case records, and complete outstanding follow-up




- Escalate complex matters and support process improvement projects

Requirements:

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

Apply your insurance administration, documentation, and service skills supporting Advisors and clients through dependable case coordination.

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