Insurance Assistant; Twelve

1 week ago Be among the first 25 applicants

This range is provided by Odlum Brown Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

CA $55,000.00/yr - CA $70,000.00/yr

Direct message the job poster from Odlum Brown Limited

The Financial Planning Team operates through Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited (Odlum Brown) providing financial planning, retirement, tax and estate planning, and insurance products exclusively to Odlum Brown clients.

Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

We are honoured to be nationally recognized as one of Canada’s Best Managed Companies and one of Canada’s Most Admired

TM Corporate Cultures, and to share the achievement of a century in business with our valued team members, clients and communities.

CULTURE AND VALUES

Guided by a set of timeless core values – Clients First, People, Accountability, Independence, Integrity and Community – we are very proud of the vibrant, ever-evolving culture that we have built over the years. These values are the cornerstone of our culture and the principles that provide a compass for our actions and unify us as a team.

PEOPLE

We have skiers, mountain bikers, hockey players, runners, volleyball players, movie buffs, bookworms, animal lovers, musicians, yogis, world travelers – all with diverse backgrounds and experiences to share from around the globe. You will work with really interesting people and make great friends, too.

COMMUNITY

We are serious about supporting the communities where we live and work. A recipient of a Canada’s Volunteer Award from the Government of Canada, we are committed in heart and mind to everything we do in the community, and we work hard to inspire passion and fun while doing it.

PROFESSIONAL DEVELOPMENT

Continuous learning matters. We are committed to providing career-long support for learning and growth.

THE OPPORTUNITY

We have an opportunity for a licensed Insurance Assistant to join our award-winning firm in the Vancouver office for a twelve (12) month contract with the possibility of extension.

WHAT YOU’LL DO

This role reports to the Manager, Estate and Insurance and performs work within a team environment. As a licensed Insurance Assistant, you will provide information and support on a variety of insurance and financial planning-related areas to our in-house Estate and Insurance Planners, Investment Advisors, Portfolio Managers and clients. You are experienced and proficient with current insurance industry trends, products and regulatory requirements and are well versed in navigating insurance underwriting.

RESPONSIBILITIES

• Provide insurance services to a wide range of internal and external clients
• Support in-house Estate and Insurance Planners in day-to-day insurance activities
• Manage Estate and Insurance Planners calendars for appointments with internal and external clients
• Complete insurance applications with clients and advise on required next steps
• Process new business applications, maintain files and monitor progress with clients and insurers
• Respond to inquiries from clients, Investment Advisors and Portfolio Managers
• Provide client service for existing insurance clients

REQUIRED COMPETENCIES

• Able to model positive interactions and contribute to a healthy team environment with colleagues, apply social awareness and empathy for others in a way that builds trust and demonstrates care, and initiate and develop mutually beneficial relationships with others to create positive work outcomes (Building Relationships)
• Able to identify and meet client needs, ensuring actions are in the client’s best interest, adjust approach to meet the needs of internal and external stakeholders and ensure positive experiences and high-quality service, and convey empathy and understanding in interactions with others and demonstrate good judgment…