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Job Post Details

Life Insurance Senior Client Service Representative - job post

The Insurance Advisory Group Inc.
Toronto, ON
$60,000–$70,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Here’s how the job details align with your profile.

Pay

  • $60,000–$70,000 a year

Job type

  • Permanent
  • Full-time

Shift and schedule

  • 8 hour shift

Location

Toronto, ON

Benefits
Pulled from the full job description

  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care

Full job description

Life Insurance Client Services Representative – Individual Insurance Brokerage

General Summary

The Insurance Advisory Group Inc. (IAG) is a national firm providing individual Life, Disability and Critical Illness coverage to high net worth individuals and major corporations.
Reporting to IAG’s Operations Manager in Toronto, you will be responsible for servicing personal and corporate Life, Disability and Critical Illness insurance programs, perform general administrative tasks and complete business processing in person, in our Toronto office.

Essential Functions

  • Client service for professional brokerage firm’s corporate clients
  • Provide Microsoft Office suite and database (Equisoft-Kronos) support
  • Prepare client proposals, renewal reports and correspondence
  • Maintain correspondence and computerized data files.
  • Perform clerical tasks, i.e., filing, copying and scanning as needed
  • Answer routine client inquiries.
  • Process new business applications and underwriting follow up

Detailed Job Description

Responsibilities:

- Prepare and analyze renewal reports for corporate Disability insurance programs

- Prepare general correspondence for plan administrators

- Coordinate with MGA staff to ensure policies are issued efficiently

- Preparation of proposals for our senior sales advisors, compiling various Word, Excel and PDF documents in a professional manner

- Use industry quotation software to prepare basic Disability, Life and Critical Illness proposals

- Database information input

- Conduct review of existing client information

- Contact clients to update files and database

- Respond to client inquiries

- Follow-up on applications and contracts with MGA

Qualifications Required

- Must be Life insurance licensed (LLQP) in the Province of Ontario

- Minimum of 3 years in individual Disability and Life insurance sales administration

- Basic Life and Disability insurance product knowledge

- Proficient in Microsoft office suite (Excel, Word, PPT, Outlook), Database software (Equisoft- Kronos an asset) and PDF software

- Strong organizational and customer service skills

- Bilingual (French) – would be an asset, but not required

The primary responsibilities will be to provide client service support to sales staff through the preparation of proposals, processing of renewals, the creation and maintenance of both physical and electronic files, including the entry into the company's database in a timely manner. You are required to comply with compliance standards as established by IAG.

What IAG offers:
Salary, commensurate with experience, $60K - $70K plus benefits, 4 weeks vacation annually, convenient downtown Toronto office location near transit and many other perks! Note: this is not a remote-work position.

Job Types: Full-time, Permanent

Annual Salary: $60,000.00-$70,000.00

Job Types: Full-time, Permanent

Pay: $60,000.00-$70,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care

Flexible Language Requirement:

  • French not required

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Bonus pay

Application question(s):

  • Are you proficient in the Microsoft office suite of applications?

Experience:

  • Individual Life & Disability Insurance sales administration: 3 years (required)

Licence/Certification:

  • Life Insurance License - LLQP (required)

Work Location: In person

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