Insurance Admin & Advisor Support Specialist (Hybrid)

iA Financial Group; Quebec; Hybrid; CAD 40,000 - 50,000; Full time

Job summary

A leading insurance marketing organization is seeking an Agency Assistant to support independent advisors. The role involves managing communications, processing advisor requests, and ensuring compliance with licensing standards. Candidates should have administrative experience in the insurance industry, excellent communication skills, and familiarity with Microsoft Office. This position offers a hybrid work environment, allowing flexibility for remote work up to three days a week.

Qualifications

• Proven accuracy and data entry skills.
• Ability to handle sensitive and confidential information.
• Intermediate English for Quebec candidates.

Responsibilities

• Monitor the team’s general mailbox and distribute emails.
• Process advisor contract terminations and coordinate transfers.
• Ensure all advisor licensing and requirements are up to date.
• Engage in actions that reflect PPI’s ESG commitments.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Interpersonal skills

Microsoft Office proficiency

Education

1-2 years of administrative experience in the insurance industry

Job description

A leading insurance marketing organization is seeking an Agency Assistant to support independent advisors. The role involves managing communications, processing advisor requests, and ensuring compliance with licensing standards. Candidates should have administrative experience in the insurance industry, excellent communication skills, and familiarity with Microsoft Office. This position offers a hybrid work environment, allowing flexibility for remote work up to three days a week.