Job Description

As an Insurance Planning Associate, you have a keen eye for detail and a passion for providing exceptional support to clients, Insurance Specialists, Wealth Advisors and Wealth Planning Associates in all insurance related matters. You’ll partner and work collaboratively with your colleagues on a variety of insurance cases including Life -Whole, Universal, Term, etc. and Living Benefits – Disability, Critical Illness, etc.

You prioritize tasks in a dynamic, fast-paced, and deadline driven environment while always maintaining your professional demeanour.

• Support Insurance Specialists and Wealth Advisors with new policy applications and in-force policy updates and amendments.
• Prepare new applications, coordinate medical requirements, collaborate on Reason Why Letters, and client memos.
• Follow-up with clients and underwriting on outstanding case requirements.
• Support insurance planning activities through thorough analysis, drafting illustrations, and providing recommendations.
• Facilitate in-force policy changes and maintenance.
• Deliver a high level of personalized, end-to-end, service with rapid and solutions-based resolutions of queries.
• Facilitate Living Benefits claims.
• Escalate client concerns and complaints proactively.
• Create and maintain a catalogue of the most current insurance carrier forms and communication of requirement changes and communicate changes with the Advisory Services Team.
• Maintain commission spreadsheets ensuring up-to-date schedules are on file.
• Provide mentorship to team members to support their learning and development.
• Engage in ongoing learning and development to improve skills and knowledge.
• Other relevant and related responsibilities, as assigned and as the needs of the organization change.

• 5+ years’ related work experience in a client facing role with exposure to financial and insurance planning.  
• Life License Qualification Program (LLQP).
• Excellent written and verbal communication skills. 
• Thrive in a dynamic and fast paced environment. 
• Excel when focused on complex tasks that require attention to detail.   
• Deliver high quality work while managing competing priorities and deadlines.  
• Client centric attitude.  
• Ability to adapt to and embrace change in a high growth organization.  
• Proactive, resourceful, and self-motivated.  
• Analytical and solutions-based mindset.  
• Strong interpersonal and relationship management skills, enabling the building of trust-based connections with clients and colleagues.  
• Chartered Life Underwriter (CLU) designation preferred.