Administrative Assistant - Life Insurance Advisor Support

LIFE INSURANCE ADMINISTRATIVE ASSISTANT

Job Description

Looking for an individual to join our Dynamic Team in our Orleans office in the capacity of a Life Insurance product Administrative Assistant to help support our Life sales advisors with day to day client interactions and requests. A Life Sales Advisor's Administrative Assistant provides key support by managing schedules, handling client communications (calls, emails), preparing documents (applications, file closing documents), processing paperwork, maintaining client records in a database (CRM), coordinating marketing, and ensuring smooth daily operations for the advisor, all while maintaining confidentiality and up-to-date product knowledge.

Key duties include scheduling, client support, paperwork processing, marketing coordination, and ensuring compliance. We are one of the largest Insurance offices in the Ottawa area and we’re looking for the right individual to join our team. Bilingual is a MUST (English and French Spoken) Great opportunity to join a great team!

Key Responsibilities:

• Client Service & Communication:

◦ Manage some calls & emails, and respond to client inquiries professionally.

◦ Handle general client requests, policy changes and terminations.

◦ Handle client billing and missed payments by arranging payment

◦ Support client retention and satisfaction.

• Administrative & Sales:

◦ Schedule appointments and manage advisor calendars.

◦ Prepare and process client-related documents (applications, account updates).

◦ Maintain organized digital and physical client files and databases (CRM).

◦ Process paperwork for opening/closing accounts and recording transactions.

◦ Sit through Advisor’s Sales presentations and collect key notes based on meeting conversations

◦ Follow the application process through underwriting and manage pending business and underwriting requests (Coordinate with clients and/or underwriting)

◦ Finalize files once completed by gathering signatures and filing electronically

• Marketing & Sales Support:

◦ Help generate leads with client calls for exiting policy review booking. •

• Product & Industry Knowledge:

◦ Stay informed on relevant life insurance products and industry regulations.

Essential Skills & Qualifications

• Strong organizational and time management skills.

• Excellent communication (written/verbal) and interpersonal skills.

• Proficiency in office software (Microsoft Office) and CRM systems.

• Ability to work in a fast-paced, deadline-driven environment.

• Discretion and ability to handle confidential information.

• Knowledge of financial/life insurance products is often required or preferred.

• MUST BE BILINGUAL (ENGLISH AND FRENCH)

Location / Hours / Compensation
• JOB IS ON LOCATION & NOT REMOTE.

Location is from our new location at 260 Centrum Boulevard in Orleans ON.

• Full Time Position (Not a Contract Position) Monday - Thursday 10:00 am to 3:00 pm & Friday 10:00 am - 1:00 pm

• MUST HAVE LLQP LIFE LICENSE THAT IS ACTIVE

• $40,000 to $45,000 Annual Salary (Based on Experience) and Full Benefits.