The Individual Insurance Specialist supports the Individual Financial Services division by managing day-to-day advisor administration, client service requests, new business processing, and carrier follow-up. This role is responsible for keeping client and advisor files moving efficiently from request or application through completion, while maintaining accurate records, clean documentation, and timely communication with advisors, clients, carriers, and internal teams.
The role is administrative and operational in nature. It is designed to reduce friction for advisors, improve client responsiveness, and ensure that service requests, new business submissions, contracting requirements, and follow-up items are handled accurately and without unnecessary delay.
Key Responsibilities
Client Service Administration
- Process client service requests and prepare accurate documentation, correspondence, and follow-up communications.
- Coordinate with clients, carriers, and internal stakeholders to resolve service inquiries and maintain up-to-date client records.
New Business Processing
- Prepare, review, and submit new business applications, ensuring all documentation is complete and compliant.
- Monitor applications throughout the underwriting and approval process, following up on outstanding requirements to ensure timely completion.
Advisor Administration Support
- Serve as a key administrative resource for advisors by providing updates on applications, service requests, and file status.
- Support advisor operations through meeting preparation, onboarding administration, and coordination of required documentation.
Operations, Compliance, and Recordkeeping
- Maintain organized electronic records and ensure documentation complies with privacy, regulatory, and internal standards.
- Support reporting, data tracking, and process improvement initiatives to enhance operational efficiency and service quality.
Requirements:
- 2+ years of administrative experience in insurance, wealth management, financial services, benefits.
- Experience in Individual Insurance is a must.
- Strong Working knowledge of Excel and Docusign, and Copilot
- Strong attention to detail and ability to maintain accurate, complete, and organized files.
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.
Salary Range
The base salary for this position is between $50,000 - 60,000 annually.
This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.
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