Analyst - Life Insurance

family-innovation-corp; Vancouver; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Discretionary bonus up to 40%

Extended health benefits

Job summary

Stalwart Insurance Brokers Ltd. is seeking an Insurance Analyst to join our Vancouver or Toronto offices. You will support senior staff across a broad range of operational, analytical and administrative functions with a focus on insurance operations and client files.

Ideal candidates have an undergraduate degree in business/finance, strong communication skills, and a client-centric approach. The role offers a discretionary bonus up to 40% and extended health benefits.

Qualifications

• Undergraduate degree or equivalent in business, commerce, finance or related field.
• Strong written and verbal communication skills.
• Excellent organizational abilities and attention to detail.
• Ability to manage multiple tasks and prioritize.
• Interest in or exposure to insurance industry is a plus.

Responsibilities

• Assist staff and managers in daily operations with a focus on insurance activities.
• Support executive team in planning and executing operational initiatives.
• Prepare and review client and policy documentation.
• Assist with administration of applications, renewals and policy changes.
• Maintain client and policy records and ensure data accuracy across systems.
• Liaise with insurers, underwriters and service providers on outstanding items.
• Research insurance products and providers as directed by senior staff.
• Identify and implement process improvements and automation opportunities.
• Prepare reports and presentations; track key performance metrics.

Skills

Organizational skills

Time management

Verbal and written communication

Attention to detail

Client-centric mindset

Problem-solving

Insurance industry exposure (asset)

Education

Undergraduate degree in business/finance/related field

Job description

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.

Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.

Summary

We are looking for an Insurance Analyst to join us at our Vancouver or Toronto offices. In this role, you support senior staff across a broad range of operational, analytical and administrative functions, with a particular focus on insurance operations and client files.

Role Overview

Your role will include:

• Assisting staff and managers in daily operations, with a focus on insurance activities
• Assisting the executive team in planning and executing operational and strategic initiatives
• Supporting the preparation and review of client and policy documentation
• Assisting with the administration of applications, renewals and policy changes
• Maintaining client and policy records, and keeping data accurate across systems
• Liaising with insurers, underwriters and service providers on outstanding items
• Researching insurance products and providers as directed by senior staff
• Identifying and implementing process enhancements, automation opportunities, and best practices
• Preparing reports and presentations
• Tracking and reporting on key performance metrics

Required Skills or Experience

• Undergraduate degree, ideally in business, commerce, finance or a related field
• Interest in or exposure to the insurance industry considered an asset
• Comfort working with detailed documentation and records
• Strong organizational and time management skills
• Excellent verbal and written communication skills
• High attention to detail and accuracy
• Professional demeanor with client-centric focus
• Proactive self-starter with problem-solving abilities

Salary and Benefits

• Discretionary bonus up to 40% based on performance
• Extended health benefits

Position Type

• Nature: Permanent, Full-time, and in person.
• Time Commitment: High-commitment position with the requirement for extensive overtime as needed
• Work Location: Vancouver, BC and Toronto, ON
• Start Date: Immediate

Please note: Candidates must be currently authorized to work in Canada.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.