Insurance Support Associate

Vaco Recruiter Services; Toronto; On-site; CAD 50,000 - 74,000; Full time

Job summary

A recruitment agency in Toronto seeks a candidate to manage the complete advisor business process with precision and compliance. You will prepare detailed client reports and ensure all operations meet regulatory standards while supporting advisors in their tasks. The role requires post-secondary education and at least three years in the financial services or insurance fields, offering a salary range of $50,000 to $74,000 per year.

Qualifications

• Minimum 3 years of experience in financial services or life insurance industry preferred.
• Proficient in Life Insurance Carrier Illustration software.
• Strong skills in Microsoft Office (Word, Excel, Outlook, PowerPoint) and internet-based tools.

Responsibilities

• Manage end-to-end processing of advisor business with accuracy and timeliness.
• Organize and execute daily workload to meet service level agreements.
• Prepare client summaries and reports to identify opportunities for added value.
• Support office operations through efficient workflow management.

Skills

Attention to detail

Problem-solving

Data mining

Microsoft Office

Life Insurance Carrier Illustration software

Education

Post-secondary education in a business-related field

Job description

About the Opportunity

• Manage end-to-end processing of advisor business with accuracy, timeliness, and proactive follow-up
• Organize and execute daily workload to meet service level agreements and operational targets
• Stay current on product updates and software enhancements to support advisor efficiency
• Deliver high-quality, compliant work with strong attention to detail
• Solve complex problems and conduct thorough fact-finding to support advisor decisions
• Prepare client summaries and reports to identify opportunities for added value and increased advisor productivity
• Conduct data mining to uncover upselling and cross-selling opportunities, including renewals
• Work with advisors to maintain compliant client files and ensure adherence to regulatory standards
• Support office operations through efficient workflow management
• Assist advisors with maintaining compliance, integrity, and support broker/agent training initiatives

About You

• Post-secondary education in a business-related field or equivalent experience
• Minimum 3 years of experience in financial services or life insurance industry preferred
• Proficient in Life Insurance Carrier Illustration software
• Strong skills in Microsoft Office (Word, Excel, Outlook, PowerPoint) and internet-based tools

Salary Range

$50,000 - $74,000 /year

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #468784.

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.