Administrative Assistant - Life Insurance Advisor Support

Desjardins Insurance; Ottawa; On-site; CAD 40,000 - 45,000; Full time

Benefits offered by this job

Full benefits

Job summary

Desjardins Insurance is seeking a full-time Life Insurance Administrative Assistant to join the Orleans office. This role will support Life Sales Advisors with client interactions, managing schedules, preparing documents, and maintaining client records. Ideal candidates will have strong organizational skills, be bilingual in English and French, and hold an active LLQP Life license. The position offers a salary between $40,000 and $45,000 annually, along with full benefits.

Qualifications

• Strong organizational and time-management skills.
• Excellent written and verbal communication and interpersonal skills.
• Proficiency in Microsoft Office and CRM systems.
• Ability to work in a fast-paced, deadline-driven environment.
• Discretion and ability to handle confidential information.
• Knowledge of life insurance products.
• Must be bilingual (English and French).
• Must have an active LLQP Life license.

Responsibilities

• Manage client calls and emails, responding to inquiries professionally.
• Handle general client requests, policy changes, and terminations.
• Support client retention and satisfaction.
• Schedule appointments and manage advisor calendars.
• Prepare and process client-related documents.
• Maintain organized digital and physical client files and CRM database.
• Assist in advisor sales presentations.

Skills

Organizational skills

Time management skills

Written communication skills

Verbal communication skills

Interpersonal skills

Proficiency in Microsoft Office

Proficiency in CRM systems

Bilingual (English and French)

Knowledge of life insurance products

Ability to handle confidential information

Education

Active LLQP Life license

Job description

LIFE INSURANCE ADMINISTRATIVE ASSISTANT

Looking for an individual to join our dynamic team in our Orleans office as a Life Insurance product Administrative Assistant to support our Life Sales Advisors with daily client interactions and requests.

This role provides key support by managing schedules, handling client communications, preparing documents, processing paperwork, maintaining client records in a database (CRM), coordinating marketing, and ensuring smooth operations while maintaining confidentiality and up‑to‑date product knowledge.

Key Responsibilities

• Manage client calls and emails, responding to inquiries professionally.
• Handle general client requests, policy changes, and terminations.
• Handle client billing and missed payments by arranging payment.
• Support client retention and satisfaction.
• Schedule appointments and manage advisor calendars.
• Prepare and process client‑related documents (applications, account updates).
• Maintain organized digital and physical client files and CRM database.
• Process paperwork for opening/closing accounts and record transactions.
• Assist in advisor sales presentations by taking key notes based on meeting conversations.
• Follow the application process through underwriting and coordinate pending business requests with clients and/or underwriting.
• Finalize files by gathering signatures and filing electronically.
• Help generate leads with client calls for exiting policy review bookings.

Essential Skills & Qualifications

• Strong organizational and time‑management skills.
• Excellent written and verbal communication and interpersonal skills.
• Proficiency in Microsoft Office and CRM systems.
• Ability to work in a fast‑paced, deadline‑driven environment.
• Discretion and ability to handle confidential information.
• Knowledge of life insurance products.
• Must be bilingual (English and French).
• Must have an active LLQP Life license.

Location, Hours & Compensation

Location: 260 Centrum Boulevard, Orleans, ON.

Full‑time position. Monday–Thursday 10:00 am to 3:00 pm; Friday 10:00 am to 1:00 pm.

Salary: $40,000 to $45,000 annually (based on experience) plus full benefits.

Job is on‑site, not remote.