Insurance Administrator Full-Time Employee/ Remote / Canada Overview RFL Wealth is seeking a detail-oriented and proactive Insurance Administrator to support our insurance operations within the wealth management division. This role is ideal for someone who thrives in a fast-paced, client-focused environment and enjoys working collaboratively to deliver high-quality service. You’ll play a key role in supporting insurance advisors and ensuring smooth day-to-day administration of insurance policies for our clients.

Key Responsibilities · Assist in the preparation, processing, and follow-up of insurance applications, renewals, and policy changes. · Handle insurance company websites for all queries. · Liaise with insurance providers, underwriters, MGA, TPA and internal teams to coordinate policy documents and ensure accurate record-keeping. · Maintain and update client insurance records and CRM systems with a high degree of accuracy. · Monitor key dates such as policy renewals, payments, and client review deadlines. · Support financial advisors and client relationship managers with administrative insurance tasks. · Handle client correspondence (phone/email) regarding insurance queries, documentation, and claims. · Regular update on pending application status and complete the requirement on priority. · Update process manuals periodically for new changes. · Maintain track of all advisors’ license renewals and update the records on required platform. · Maintain the records of all CE credits for individual Advisors in the company. · Always ensure compliance with regulatory requirements and internal policies.

Key Skills & Qualifications: · 3-5 years of experience in insurance administration, financial services, or wealth management; proven ability to hit the ground running and deliver with minimal training. · Must hold a valid LLQP (Life License Qualification Program) certification. · Knowledge of life insurance, income protection, and TPD insurance is a plus. · Strong administrative and organizational skills with a keen eye for detail. · Excellent communication and interpersonal skills. · Proficiency in Microsoft Office Suite, DocuSign and CRM platforms. · Ability to manage multiple tasks and meet deadlines. · A team player with a professional and client-focused approach.

Why Join RFL Wealth? · Be part of a dynamic and supportive team in a growing wealth management firm. · Opportunity for professional growth and career development in the financial services sector. · Work in a company that values integrity, collaboration, and excellent client service.

What We Offer · Competitive base salary, commensurate with experience. · Health and Wellness spending account. · Paid time-off. · Additional day off for each statutory holiday as part of RFL culture. · Clear career progression. · Exposure to the financial advisory, insurance and investment industry. · Supportive, compliance-driven fully remote work environment.

Job structure: · Hours of work: Standard workweek of 40 hours, Monday to Friday · Core business hours aligned with Eastern time. · Overtime, where applicable, will be compensated in accordance with the Ontario Employment Standards Act (ESA). · This is a newly added position within our growing team, offering a high level of ownership and visibility to help support the company's ongoing growth.

AODA Statement Accommodations are available on request for candidates participating in the selection process. If you require specific accommodation, please let us know. RFL Wealth uses automated tools, including artificial intelligence, to support parts of the recruitment process. RFL Wealth Management is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status or any other class or status in accordance with applicable federal, provincial and local laws.