14353644
Located in Kitchener, ON
Pay: $60,000
Job Full Description
Location: Waterloo, ON
Pay: $60,000 (depending on experience)
Shift: 9am-5pm (Monday to Friday)
We are assisting our esteemed financial planning firm in Waterloo to find an Insurance Services Coordinator who will play a pivotal role in supporting the smooth functioning of the insurance services department. Our client has been successful in business for over 40 years and is growing again! This company offers a personalized approach to financial planning for individuals, families, and businesses.
Insurance Services Coordinator Responsibilities:
- Handle initial client inquiries and arrange essential client meetings.
- Maintain precise records of client information.
- Retrieve daily statements and insurance notifications from carrier websites.
- Prepare insurance illustrations and quotes for clients to review.
- Prepare paperwork required for policy changes.
- Prepare claim forms.
- Prepare and submit insurance applications, illustrations, and policy change forms electronically using DocuSign or carrier portals.
- Communicate with insurance carriers throughout the underwriting process, managing new business applications from submission through to final approval and settlement.
- Coordinate the procurement of underwriting requirements as necessary.
- Conduct thorough contract reviews to ensure accurate issuance.
- Other duties as assigned.
Insurance Services Coordinator Qualifications:
- This position is 100% in-office and is a client-facing role.
- Exceptional English comprehension (verbal & written), strong communication skills (via telephone, email, and in-person), high sense of urgency, and customer service required.
- Capable of staying calm under pressure and working in a fast-paced environment while collaborating with other team members.
- Previous experience in a similar role within the insurance or investment services industry is preferred. LLQP license would be a definite asset.
- Prior education in finance, business administration, or a related field is also considered an asset.
- Proficiency in Microsoft Suite
- Reliable, punctual, and honest.
- Clean criminal background/Credit check required.
- Must be able to pass credit check.
Perks/Benefits:
- Exceptional benefits package after successful completion of probationary period.
- Competitive compensation based on performance.
- Friendly and supportive work environment that is understanding of work-life balance.
About Us:
Express Employment Professionals is one of the top staffing companies in the U.S. and Canada. Every day, we help people in Kitchener-Waterloo find jobs and provide workforce solutions to businesses. Express provides a full range of employment solutions that include full-time and temporary employment in a wide range of positions within Professional, Light Industrial, and Office Services divisions. We’ll help you find jobs with companies in Kitchener, Waterloo, New Hamburg, Baden, and other surrounding areas. Whether you’re a worker in between jobs who needs immediate income, a skilled professional looking to make connections in KW’s business community, or a business looking to save time and money on recruitment, Express Employment Professionals Kitchener can help!
Kitchener, ON
1378
385 Frederick Street
Unit 3
Kitchener, ON N2H 2P2
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