Client Services Coordinator, Insurance & Investments

McNeill Nakamoto Recruitment Group; Vancouver; On-site; CAD 65,000 - 80,000; Full time

Job summary

A reputable insurance and investment service provider in Vancouver seeks a Client Services Coordinator who is proactive, personable, and detail-oriented. This role involves processing applications, providing insurance quotes, and fostering strong relationships with clients and companies in the industry. Ideal candidates should have extensive experience and possess exceptional communication skills. Join a vibrant team focused on delivering genuine value to clients.

Qualifications

• At least 3 years' experience in the insurance and investment industry.
• LLQP license or support for completion required.
• Adaptable to a fast-paced environment.

Responsibilities

• Process new business applications for life insurance and investment products.
• Provide super client service, resolving inquiries.
• Manage special projects and tasks as required.

Skills

Exceptional verbal communication

Exceptional written communication

Strong MS Office skills

Advanced Excel skills

Multi-tasking abilities

Team player

Independence

Attention to detail

Education

LLQP license

Tools

Maximizer

Job description

Client Services Coordinator, Insurance & Investments

Client Services Coordinator, Insurance & Investments

Our client, a Vancouver based insurance and investment service provider with a solid reputation of several decades in the business of providing innovative solutions to grow and preserve their clients' wealth, is seeking a proactive, personable, and detail oriented Client Services Coordinator with strong client service experience and life insurance and investment acumen.

Expected Salary Range: $65,000 - 80,000 per year, commensurate with experience and skillset

Responsibilities:

• Process new business applications for life insurance and investment products, ensuring all forms and follow-ups are completed.
• Oversee the processing of policy placements, replacements, and conversions, while ensuring deadlines are met.
• Generate and distribute listings for term insurance anniversaries and GIC maturities.
• Provide insurance quotes and prepare/update insurance and investment summaries.
• Process client transactions, including deposits, fund transfers, withdrawals, and PAC/SWP changes.
• Provide superb client service and resolve inquiries related to policies
• Manage special projects and tasks as required by Advisors
• Foster strong relationships with insurance and fund companies

Requirements:

• At least 3 years’ experience in the insurance and investment industry
• LLQP license. If direct experience working with insurance products, can support completion of LLQP license
• Exceptional verbal and written communication
• Strong MS Office (Including Advanced Excel) and Maximizer skills
• Excellent multi-tasking and prioritizing abilities
• Adapt at working in a fast paced, busy environment
• Great team player who works well independently and in a group

Individuals meeting the criteria above are encouraged to submit their resume by clicking on the "APPLY" button. McNeill Nakamoto is committed to recruiting with a focus on equal opportunity, diversity and inclusion, therefore, we strongly encourage applications from underrepresented groups. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.

WOW. FUN. PEOPLE.

Learn more at www.mcnak.com

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Customer Service, and Finance

• Industries

  Insurance and Financial Services

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