Insurance Client Administrative Service Specialist

Our client, a prestigious wealth management firm located in the heart of Vancouver, is seeking a Client Administrative Service Specialist to join their insurance division. This position offers a fantastic opportunity to work in a dynamic environment and grow within a well-established firm in downtown Vancouver.

If you’re looking to join a high-performance team with opportunities for professional growth in an established wealth management firm, we would love to hear from you. Apply today!

About the Client

This company specializes in providing wealth management services to high-net-worth individuals, addressing their unique financial needs and challenges. In this role, you will support advisors by handling various administrative tasks, and ensuring smooth operations within the insurance sector.

About the Position

• Gather and verify client information for insurance and investment applications
• Liaise with underwriters and coordinate necessary medical appointments for clients
• Provide clients with policy information, summaries, and reports
• Address client inquiries related to ownership changes and annual premium adjustments
• Support the upselling of additional services to existing clients

The Requirements

• Fluent in both written and oral English communication
• Legally authorized to work in Canada
• 1-2 years of experience in the insurance or financial services industry
• Experience supporting financial advisors is an asset

Compensation

• Competitive compensation package
• Bonus potential based on company performance
• Comprehensive health and dental benefits
• RRSP matching program after one year of service
• Shortened work hours during the summer months

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.