Insurance Operations Specialist Vancouver, BC or Toronto, ON

Nicola Wealth Management Ltd.; Vancouver; On-site; CAD 65,000 - 80,000; Full time

Job summary

A leading wealth management firm in Vancouver is seeking an Insurance Operations Specialist to support internal stakeholders and enhance client service. The role involves managing communications, training, and operational efficiencies within the insurance team. Ideal candidates will have a strong background in insurance operations and excellent communication skills.

Benefits

Competitive performance bonus

RRSP contribution

Participation in profit-sharing program

Qualifications

• Minimum of 5 years of relevant experience within Insurance Operations role.
• LLQP is considered an asset.

Responsibilities

• Provide exceptional support to internal stakeholders and clients.
• Manage stakeholder communications and coordinate operational tasks.
• Create and deliver insurance education for Advisors.

Skills

Interpersonal Skills

Communication

Analytical & Critical Thinking

Client Service

Resourcefulness

Job description

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

About the Team :

Our Insurance Services Team supports our Wealth Advisors and clients with accurate, timely, and expert insurance knowledge and administrative services. With an increased focus on insurance planning, this team is expected to grow over the coming years.

Purpose of the Role :

As an Insurance Operations Specialist, your primary role is to provide exceptional support to internal stakeholders, clients, and insurance carriers. You will be responsible for driving internal projects, managing stakeholder communications, and coordinating operational tasks to ensure efficient workflows. In collaboration with internal teams, you will create and deliver insurance education for Advisors and execute training for internal employees, including onboarding new members to the insurance team. With a keen eye for detail and a passion for process efficiency, you will prioritize tasks in a dynamic, fast-paced, and deadline-driven environment while consistently maintaining a professional demeanor. Additionally, you will leverage your familiarity with insurance regulations to ensure compliance and best practices.

Core Responsibilities :

• Oversee governance and access management for carrier portals used by Advisory Services.
• Support and track escalations related to Insurance Services and carrier interactions.
• Manage Private Wealth communications related to insurance carriers, including :
• Carrier notices related to products, bonus programs, initiatives, and CE credit webinars.
• Tracking of compensation details and program changes.
• Collaborating with the Data, Reporting, and Analytics Specialist to manage and ensure accuracy of reporting.
• Coordinate and manage onboarding and offboarding activities for Advisory Services employees, including :

Licensing, contracting, and Apexa administration, in collaboration with the Nicola Compliance team.

• Carrier portal access setup and support.
• Support insurance-related training, development, and education, including :

Coordinating insurance new hire onboarding sessions.

• Delivering select insurance new hire training sessions.
• Creating and maintaining Standard Operating Procedures.
• Coordinating internal and external presenters.
• Supporting the delivery of all Insurance Education initiatives.
• Creation and maintenance of the insurance related content on the Insurance Services and Private Wealth SharePoint sites, ensuring all content is current and accessible.
• Maintain the licensing and contracting tracker in partnership with the Licensing and Registration team
• Support the execution of special projects, including implementation activities and associated training and development, as needed
• Identify, design and implement opportunities or operational efficiency and enhancement across Insurance Services
• Other relevant and related responsibilities, as assigned and as the needs of the organization change.

Core Competencies :

• Insurance Knowledge – Deep understanding of life, disability, and living benefits insurance, with practical experience supporting operational processes and regulatory requirements
• Interpersonal Skills – Exceptional interpersonal skills, with the ability and confidence to engage with internal and external stakeholders. Demonstrate professionalism and the ability to influence and collaborate across all levels.
• Communication – Exceptional communication skills. The ability to convey information clearly verbally. Superior written communication abilities, capable of distilling complex topics into clear, actionable messages tailored to the audience
• Resourcefulness – Highly resourceful, proactive, and self-motivated. Outstanding time management and organizational skills, with proven ability to manage competing priorities and execute with efficiency.
• Analytical & Critical Thinking – Strong analytical and critical thinking skills, with a focus on continuous improvement, understanding root causes, and driving process optimization
• Client Service – Client and solutions-oriented mindset, with a proactive approach to delivering exceptional service and exceeding expectations
• Team Player – Collaborative team player with a humble, low-ego approach who prioritizes collective success over individual recognition
• Workload Management – Ability to work with urgency without compromising quality, demonstrating sound judgment in balancing speed with accuracy.

Required Skills & Qualifications :

• Minimum of 5 years of relevant experience within Insurance Operations role.
• LLQP is considered an asset
• Commitment to personal growth, with a willingness to acquire new knowledge and skills aligned with the evolving needs of the business
• Demonstrated professionalism and discretion, especially when handling sensitive or confidential information
• Legally eligible to work in Canada

Compensation & Benefits Package :

This position comes with a base salary range of $65,000 - $80,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit : www.nicolawealth.com / total-rewards .

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles : www.nicolawealth.com / careers .

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!

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