Client Insurance Solutions Analyst, Life Insurance
Top Benefits
About the role
Make an impact with our Life Insurance team as a Client Insurance Solutions Analyst. This diverse team of specialized Life Insurance professionals supports MNP's insurance solutions and design. As a trusted advisor, you’ll be developing and customizing insurance solutions for clients, support a dynamic team of Life Insurance Advisors and engaging in direct discussions.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.
Responsibilities
- Prepare insurance proposals, modelling and other insurance-related documents for clients
- Prepare, refine and deliver presentations and technical material
- Partner with our Life Insurance Team to provide guidance on insurance planning concepts
- Discussion and creation of concepts, strategies, product application relating to insurance and estate planning
- Provide solutions that help families and businesses retain and transfer wealth
- Identify potential concerns/issues and assist Advisors with solutions
- Respond to client calls and answer queries relating to strategies
- Perform other related duties and special projects, as required
Candidate Qualifications
- Minimum of 3-5 years of professional experience in the life insurance or wealth management industry
- Accounting or legal designation (e.g. CPA, CA, LL.B, JD, etc.) is an asset
- TEP and CFP designations are an asset
- Basic knowledge of life insurance terminology and products
- Advanced proficiency in Microsoft Office Programs: Excel, PowerPoint and Outlook
- Excellent organizational and effective time management skills
- Critical thinking skills
- Ability to work independently while being committed to functioning as a team player
- Professional interpersonal and communication skills, both verbal and written
- Ability to multi-task in a fast-paced and challenging environment
Skill Sets Required
- Effective verbal and written communication skills
- Excellent organizational and time management abilities
- Self-motivation with the ability to problem-solve with limited supervision
- Flexibility to work in a fast-paced and dynamic environment with changing priorities
- Ability to work independently and as a team member
- Strong attention to detail
Why Join MNP Insurance Solutions:
- Be part of one of Canada’s most respected professional services firms
- Join a growing, nationally integrated team focused on delivering meaningful planning to sophisticated clients
- Competitive salary and comprehensive benefits
- Opportunities for professional growth and advancement
MyRewards@MNP With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!
Diversity@MNP We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!
About MNP
MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the public, private and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world. For more information, visit MNP.ca
Client Insurance Solutions Analyst, Life Insurance
Top Benefits
About the role
Make an impact with our Life Insurance team as a Client Insurance Solutions Analyst. This diverse team of specialized Life Insurance professionals supports MNP's insurance solutions and design. As a trusted advisor, you’ll be developing and customizing insurance solutions for clients, support a dynamic team of Life Insurance Advisors and engaging in direct discussions.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.
Responsibilities
- Prepare insurance proposals, modelling and other insurance-related documents for clients
- Prepare, refine and deliver presentations and technical material
- Partner with our Life Insurance Team to provide guidance on insurance planning concepts
- Discussion and creation of concepts, strategies, product application relating to insurance and estate planning
- Provide solutions that help families and businesses retain and transfer wealth
- Identify potential concerns/issues and assist Advisors with solutions
- Respond to client calls and answer queries relating to strategies
- Perform other related duties and special projects, as required
Candidate Qualifications
- Minimum of 3-5 years of professional experience in the life insurance or wealth management industry
- Accounting or legal designation (e.g. CPA, CA, LL.B, JD, etc.) is an asset
- TEP and CFP designations are an asset
- Basic knowledge of life insurance terminology and products
- Advanced proficiency in Microsoft Office Programs: Excel, PowerPoint and Outlook
- Excellent organizational and effective time management skills
- Critical thinking skills
- Ability to work independently while being committed to functioning as a team player
- Professional interpersonal and communication skills, both verbal and written
- Ability to multi-task in a fast-paced and challenging environment
Skill Sets Required
- Effective verbal and written communication skills
- Excellent organizational and time management abilities
- Self-motivation with the ability to problem-solve with limited supervision
- Flexibility to work in a fast-paced and dynamic environment with changing priorities
- Ability to work independently and as a team member
- Strong attention to detail
Why Join MNP Insurance Solutions:
- Be part of one of Canada’s most respected professional services firms
- Join a growing, nationally integrated team focused on delivering meaningful planning to sophisticated clients
- Competitive salary and comprehensive benefits
- Opportunities for professional growth and advancement
MyRewards@MNP With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!
Diversity@MNP We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!
About MNP
MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the public, private and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world. For more information, visit MNP.ca