Career Contacts is a fractional human resources and recruitment consulting firm, supporting companies throughout Canada and the US.
We provide support with permanent placements, temporary staffing, executive searches, HR consulting, and payroll management. We manage all phases of sourcing, screening, selection, and onboarding and retaining.
Our client in the financial consulting industry is looking for an Insurance Planning Administrator to join their team to ensure the team of advisors stays on-track and efficient!
Start Date: Immediate
Hours: Monday - Friday 8:30 am - 4:30 pm
Job Type: Full-Time, Permanent
Wage: $75,000 to $100,000 per year
Location: Vancouver, B.C., onsite
They Offer:
- Full extended benefits
- RRSP matching
- 3 weeks vacation to start
- Flexible working hours offered
Responsibilities:
- Compile life and segregated fund reporting
- Prepare engagement letters, privacy agreements and ‘Blueprints’ and monitor to ensure they executes contractual commitments and deliverables.
- Prepare life, critical illness, and disability insurance product illustrations
- Compare products scope and pricing through the use of multiple option graphs, PowerPoint presentations, excel worksheets and carrier site reports
- Prepare advanced market illustrations - PFA, IFS, insured annuities (personal and corporate), insured retirement programs (personal and corporate), shared ownership arrangements/split-dollar
- Complete life, critical illness, disability insurance and bank financing applications
- Develop draft financial plans and reports using various software
- Write memos to clients regarding meeting notes and other explanations, discussions, and issues
- Maintain Appropriate Database through the use of CRM
- Work with team to develop proposals that speaks to the client’s needs, concerns, and objectives
- Client retention (improve customer satisfaction)
- Present new products and services and enhance existing relationships
- Work with technical staff and other internal colleagues to meet customer needs
- Arrange and participate in internal and external client debriefs
Requirements:
- 5-7 years of experience within life insurance or accounting
- Understanding of Certified Financial Planning
- Understanding of Chartered Life Underwriter
- Ability to work in an agile environment
- Excellent communication skills
- Certificates such as CLU/CHS/CEPA are an asset
Application Process: Please submit your resume in a Word document and let us know why you are the right fit for this role. Career Contacts is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment. We look forward to receiving your application.
Your privacy and confidentiality are of utmost important to us; all applications to Career Contacts are kept confidential. We will not share your personal or professional information with anyone without your prior expressed approval. While we will only be considering qualified applicants for this position, we encourage you to visit our Job Board at www.careercontacts.ca for opportunities that fit your profile.
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Job Types: Full-time, Permanent
Pay: $75,000.00-$100,000.00 per year
Benefits:
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
- RRSP match
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- Bachelor's Degree (preferred)
Experience:
- Insurance: 1 year (required)
- Life Insurance or Accounting: 5 years (required)
Licence/Certification:
- CLU, CHS or CEPA certificate (preferred)
Work Location: In person