Job Description

Life Insurance Assistant

Employment Status: Full-Time, Permanent
Location: Vaughan (4 Days In-Office)

Our client is one of Ontario’s largest, independently owned brokerages that specializes in insurance and bonding solutions for the construction and development industries. They are a rapidly growing company with an enduring passion for supporting businesses, and communities, they also offer personal and commercial insurance, group benefits and financial planning services.

Position Summary:
The Life Insurance Assistant will provide administrative support to a dynamic team of Life Insurance Advisors, handling a very active book of business. The successful candidate should be highly motivated and able to thrive in a fast-paced environment.

Key Responsibilities:

• Insurance Documentation:
• • Prepare carrier illustrations, proposals, and applications for clients.
  • Place orders for necessary policy underwriting requirements.
  • Submit life, disability, and critical illness insurance applications to companies.
• Case Management:
• • Proactively follow up on pending cases, ensuring service standards are met.
  • Ensure timely and compliant policy issuance and settlement processing.
  • Provide ongoing updates to Advisors on policy cases.
• Client Communication:
• • Respond to client calls and address queries on coverage and billing.
  • Resolve issues related to client premiums, account reconciliation, and other concerns.
• Administrative Duties:
• • Maintain and update the filing system, ensuring proper documentation.
  • Log existing and terminated client files.
  • Perform general administrative tasks like printing, photocopying, and scanning.

Candidate Qualifications:

• 3+ years of administrative experience in the life insurance industry.
• Knowledge of life insurance terminology and products.
• Experience with insurance carriers' products, software, and websites.
• Advanced proficiency in Microsoft Office Programs: Excel, Word, PowerPoint, and Outlook.
• Life License (LLQP) or willingness to obtain within 1 year of continuous employment.
• Excellent organizational and time management skills.
• Ability to work independently and as a team player.
• Professional interpersonal and communication skills, both verbal and written.
• Ability to multitask in a fast-paced and challenging environment.
• Post-Secondary education is preferred.

At Leap we are an Equal Opportunity and Affirmative Action Employer. That means all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Leap will not tolerate any discrimination or harassment based on any of these characteristics. Leap encourages applicants of all ages.