New Business Development
Westward Advisors Ltd - Vancouver, BC

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Westward Advisors Ltd. is Canada's leading provider of insurance-based tax and estate planning solutions. Our advisors provide independent advice to determine the best insurance-based tax and estate plan for our client’s business and family.

Westward has a one year maternity leave contract opportunity for an Underwriter. As the Underwriter, your purpose it to organize Westward's client insurance application and act as a guide for the people involved in the Underwriting process.

At Westward, you will work in a fast growing, progressive and challenging environment with like-minded professionals who are experts in their respective technical field.

KEY AREAS OF RESPONSIBILITY

Follow though of the Underwriting process
Client Care
Review client policies
Manage client expectations
Provide clients with a high level of service
Coordinate with client advisors and accountants
Build application packages
Build loan packages
Build policy packages
Coordinate client strategies with sales advisors
Order medical, corporate financials, and driving records (APS, MVRs and IRs) for client application
Attend medicals when required
Liaise with internal Tax team to build client binders
Order Inspection Reports and follow up to ensure that Inspection Reports are completed and sent to insurance company

REQUIRED KNOWLEDGE

Education:
University or College education in Finance, Business or Insurance
Life Licensed (LLQP)

Experience:
4-5 years in the Insurance Industry preferred
Banking experience with loans an asset
2 years in customer service
Knowledge or experience with Share Point is an assett

COMPETENCIES FOR SUCCESS

  • Organized
  • Attention to detail
  • Excellent communication skills
  • Personable
  • Thorough
  • Must be able to handle stress
  • Professional
  • Strong understanding of client needs

Ability to work in a team environment with tight deadlines

This position requires travelling to various client locations in Canada.

For information on the comapny please visit www.westwardadvisors.com


Indeed - 23 months ago - save job - block
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About this company
Westward Advisors is Canada's leading provider of insurance-based tax and estate planning solutions for high net worth individuals and...