Insurance Services Assistant
Top Benefits
About the role
Insurance Services Team
Insurance Services Assistant
Job Summary: The primary purpose of this position is to deliver a high level of service and assistance to the Administration Team within the Individual Wealth & Insurance Management Division.
Key Responsibilities
Process various service requests: agent of record changes, contract assignments or release of assignments, owner and beneficiary changes, banking changes, premium payments, cancellation requests and other various requests Pro-active policy service for annual renewals or special requests (e.g. annual post-dated cheques, charitable donation receipts and corporate year-end values) Creating and distributing insurance summaries and anniversary listings Scanning/emailing client statements to the advisor Assist the Administration Team with any other requests or administrative tasks including file clean up and scanning
Position Requirements
Minimum 1+ year of customer service and administrative experience preferably in an insurance, banking or finance environment Attention to detail and accuracy is required Providing exceptional assistance while managing and prioritizing work flow Develop and maintain exceptional working relationships Excellent time management and problem-solving skills Excellent written and verbal communication skills Basic skills in Outlook, Word, and Excel Working knowledge of Maximizer CRM an asset Quick learning and adaptability to various software platforms an asset Enjoys a fast-paced challenging environment Team player who is also able to work independently Ability to work well with others throughout the organization
Reporting Structure
Manager, Insurance Services
What makes us exceptional is that we live our values. ZLC Financial delivers financial success to our clients and enables the same growth goals for the people that make up our firm. Our clients love us, and our staff and advisory team love to work here. Success is accessible to everyone, and we believe that together both our staff and clients prosper.
This is full time, permanent position with a hybrid work model.
Job Type: Full-time
Salary: $55,000 - $65,000 depending on experience.
Benefits
Dental care Extended health care Paid time off RRSP match
Flexible Language Requirement
French not required
Schedule
Monday to Friday
Not the right fit? Search for Insurance Services Assistant jobs in Vancouver, British Columbia, Canada
About ZLC FINANCIAL
ZLC Financial is a highly respected boutique Financial Services firm that has proudly served the Vancouver community for over 70 years. ZLC specializes in providing independent, concierge financial guidance to high net worth individuals, families, entrepreneurs and successful business owners, who continue to benefit from the rich value that ZLC delivers. ZLC offers a wide range of unique and innovative solutions in the following areas:
Life Insurance & Living Benefits | Investments & Retirement Solutions | Employee Benefits & Pensions | Business Family Succession | Integrated Financial Planning | Philanthropic Planning | Structured Settlements
With specialists in each field of service, ZLC has you and your business covered.
Committed to achieving the highest standards in the health, engagement and productivity for our employees, ZLC Financial is one of The Globe and Mail and Morneau Shepell's Employee Recommended Workplaces for 2019.
Similar Jobs
Insurance Services Assistant
Top Benefits
About the role
Insurance Services Team
Insurance Services Assistant
Job Summary: The primary purpose of this position is to deliver a high level of service and assistance to the Administration Team within the Individual Wealth & Insurance Management Division.
Key Responsibilities
Process various service requests: agent of record changes, contract assignments or release of assignments, owner and beneficiary changes, banking changes, premium payments, cancellation requests and other various requests Pro-active policy service for annual renewals or special requests (e.g. annual post-dated cheques, charitable donation receipts and corporate year-end values) Creating and distributing insurance summaries and anniversary listings Scanning/emailing client statements to the advisor Assist the Administration Team with any other requests or administrative tasks including file clean up and scanning
Position Requirements
Minimum 1+ year of customer service and administrative experience preferably in an insurance, banking or finance environment Attention to detail and accuracy is required Providing exceptional assistance while managing and prioritizing work flow Develop and maintain exceptional working relationships Excellent time management and problem-solving skills Excellent written and verbal communication skills Basic skills in Outlook, Word, and Excel Working knowledge of Maximizer CRM an asset Quick learning and adaptability to various software platforms an asset Enjoys a fast-paced challenging environment Team player who is also able to work independently Ability to work well with others throughout the organization
Reporting Structure
Manager, Insurance Services
What makes us exceptional is that we live our values. ZLC Financial delivers financial success to our clients and enables the same growth goals for the people that make up our firm. Our clients love us, and our staff and advisory team love to work here. Success is accessible to everyone, and we believe that together both our staff and clients prosper.
This is full time, permanent position with a hybrid work model.
Job Type: Full-time
Salary: $55,000 - $65,000 depending on experience.
Benefits
Dental care Extended health care Paid time off RRSP match
Flexible Language Requirement
French not required
Schedule
Monday to Friday
Not the right fit? Search for Insurance Services Assistant jobs in Vancouver, British Columbia, Canada
About ZLC FINANCIAL
ZLC Financial is a highly respected boutique Financial Services firm that has proudly served the Vancouver community for over 70 years. ZLC specializes in providing independent, concierge financial guidance to high net worth individuals, families, entrepreneurs and successful business owners, who continue to benefit from the rich value that ZLC delivers. ZLC offers a wide range of unique and innovative solutions in the following areas:
Life Insurance & Living Benefits | Investments & Retirement Solutions | Employee Benefits & Pensions | Business Family Succession | Integrated Financial Planning | Philanthropic Planning | Structured Settlements
With specialists in each field of service, ZLC has you and your business covered.
Committed to achieving the highest standards in the health, engagement and productivity for our employees, ZLC Financial is one of The Globe and Mail and Morneau Shepell's Employee Recommended Workplaces for 2019.