Advisor and Client Support Insurance Assistant

MillerNet HR & Business Solutions Inc.; Winnipeg; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

MillerNet HR & Business Solutions is seeking an Advisor and Client Support Insurance Assistant in Winnipeg. This hybrid role requires strong organizational and communication skills with a focus on client and advisor relationship management in the financial services sector. Candidates should have a background in insurance or finance, along with an LLQP license or similar designations. Join a professional team dedicated to providing exceptional support and service to clients.

Qualifications

• 2+ years of experience in the insurance or financial services industry.
• Proven success managing complex calendars and administrative tasks.
• Strong communication skills, both written and verbal.

Responsibilities

• Manage client and advisor files and communications effectively.
• Process insurance applications, policy changes, and client documentation.
• Collaborate with various teams and external partners to ensure smooth operations.

Skills

Organizational skills

Communication

Problem-solving

Detail-oriented

Calendar management

Education

LLQP license

FLMI

ACS

AIAA

Tools

MS Office Suite

CRM platforms

Wealthserv

APEXA

SharePoint

Job description

Advisor and Client Support Insurance Assistant

Advisor and Client Support Insurance Assistant

1 week ago Be among the first 25 applicants

Advisor and Client Support Insurance Assistant

Winnipeg, MB and Surrounding Area – Hybrid Role (3 Days In-Office)

ITI Financial is currently seeking an Advisor and Client Support Insurance Assistant to join our tight-knit, professional team serving Winnipeg and the surrounding area. This hybrid position requires 3 days per week in the office and is ideal for someone who thrives on structure, demonstrates exceptional attention to detail , and excels in calendar and workflow management .

The ideal candidate will have strong organizational skills, experience working in financial services (especially in banking, life insurance, and segregated fund investments ), and a commitment to supporting advisors and their clients with excellence. Reporting to the Office Manager, this role focuses on new and inforce business servicing, policy change processing, and delivering a superior level of support to both advisors and clients.

Key Responsibilities :

• Take ownership of assigned client and advisor files, recognizing urgencies, solving delays, and understanding downstream impacts on compliance, reporting, and commission structures .
• Work collaboratively with advisory, support, and sales teams , as well as external strategic partners and insurance carriers.
• Build and maintain trust-based client relationships by providing proactive, clear, and timely communication.
• Manage calendars and timelines for advisors, ensuring policy changes and client updates are scheduled, tracked, and completed accurately.
• Process and track insurance applications, policy changes, investment transactions , and other client documentation efficiently.
• Draft and format correspondence including emails, reports, memos, and advisor / client communications .
• Ensure sensitive information is handled with professionalism and confidentiality .
• Follow up with insurance carriers and vendors to ensure timely execution of client service requests.
• Uphold a client-first mindset and contribute to a culture of excellence and accountability.
• Complete additional administrative duties and projects as assigned.

Education, Experience and Skills :

• Minimum 2 years of experience in the insurance or financial services industry
• LLQP license and / or industry designations such as FLMI, ACS, AIAA are considered strong assets
• Familiarity with life insurance, segregated funds, banking products , and financial planning terminology preferred
• Proven success managing complex calendars, administrative systems , and time-sensitive priorities
• Detail-oriented with exceptional organizational skills and task-tracking proficiency
• Highly professional with excellent written and verbal communication skills
• Able to problem-solve independently while contributing collaboratively within a team
• Strong technology skills : MS Office Suite, CRM platforms, Wealthserv, APEXA, SharePoint, carrier portals, database navigation
• Demonstrated ability to work efficiently in a hybrid work environment

Please share your resume with [e-mail]. MillerNet HR & Business Solutions and ITI Financial are equal opportunity employers. We welcome and encourage applications from people of all backgrounds. Please note that only candidates selected for an interview will be contacted.

Keywords : Advisor Support, Client Service Coordinator, Financial Services Assistant, Insurance Administrator, Calendar Management, Segregated Funds, Banking Operations, Wealth Management, Policy Administration, Hybrid Jobs Winnipeg, LLQP Jobs, Financial Advisor Support, Insurance Office Coordinator, Wealthserv, APEXA, CRM Admin, Insurance Processing.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Consulting, Information Technology, and Sales

Human Resources Services

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