Insurance Services Assistant

Job Summary: The primary purpose of this position is to deliver a high level of service and assistance to the Administration Team within the Individual Wealth & Insurance Management Division.

Key Responsibilities:

• Process various service requests:agent of record changes, contract assignments or release of assignments, owner and beneficiary changes, banking changes, premium payments, cancellation requests and other various requests
• Pro-active policy service for annual renewals or special requests (e.g. annual post-dated cheques, charitable donation receipts and corporate year-end values)
• Creating and distributing insurance summaries and anniversary listings
• Scanning/emailing client statements to the advisor
• Assist the Administration Team with any other requests or administrative tasks including file clean up and scanning

Position Requirements:

• Minimum 1+ year of customer service and administrative experience preferably in an insurance, banking or finance environment
• Attention to detail and accuracy is required
• Providing exceptional assistance while managing and prioritizing work flow
• Develop and maintain exceptional working relationships
• Excellent time management and problem-solving skills
• Excellent written and verbal communication skills
• Basic skills in Outlook, Word, and Excel
• Working knowledge of Maximizer CRM an asset
• Quick learning and adaptability to various software platforms an asset
• Enjoys a fast-paced challenging environment
• Team player who is also able to work independently
• Ability to work well with others throughout the organization

Reporting Structure:

Manager, Insurance Services

What makes us exceptional is that we live our values. ZLC Financial delivers financial success to our clients and enables the same growth goals for the people that make up our firm. Our clients love us, and our staff and advisory team love to work here. Success is accessible to everyone, and we believe that together both our staff and clients prosper.

This is full time, permanent position with a hybrid work model.

Job Type: Full-time

Salary: $55,000 - $65,000 depending on experience.