Insurance Admin & CRM Coordinator

The Vantage Talent Group; Burlington; On-site; CAD 45,000 - 60,000; Full time

Job summary

A client-focused organization in Burlington, Ontario is seeking a highly organized Administrative Assistant to manage insurance cases and support advisors. The ideal candidate has over 3 years of experience in the insurance sector, strong skills in Microsoft Office, and a proven ability to maintain accurate records. This position requires discretion and a client-first mindset, providing essential support to high-net-worth clients.

Qualifications

• 3+ years of experience in the insurance and financial services industry.
• Strong knowledge of insurance products, processes, and compliance standards.
• Excellent written and verbal communication skills.

Responsibilities

• Manage the CRM system to ensure accurate client information.
• Prepare and update compliance documents for transactions.
• Assist advisors in preparing reports for client meetings.

Skills

Customer Relationship Management

Attention to Detail

Organization Skills

Communication Skills

Tools

Microsoft Office

Job description

A client-focused organization in Burlington, Ontario is seeking a highly organized Administrative Assistant to manage insurance cases and support advisors. The ideal candidate has over 3 years of experience in the insurance sector, strong skills in Microsoft Office, and a proven ability to maintain accurate records. This position requires discretion and a client-first mindset, providing essential support to high-net-worth clients.