Insurance & Operations Assistant

Job Title: Insurance & Operations Assistant

Location: Dartmouth, NS (hybrid)

Industry: Life & Health Insurance

Job Summary: We are seeking a detail-oriented and proactive Insurance & Operations Assistant to join our team in the life insurance industry. The role will provide essential support to our operations, ensuring smooth administrative processes and exceptional service to our clients. Having a life insurance license is asset.

Key Responsibilities:

1. Administrative Support

• Optimize time management for the team.
• Maintain clear communication channels with clients, team members, and external partners.
• Smooth day-to-day office operations with proactive problem-solving and attention to detail.

2. Client Interaction

• Client inquiries are resolved promptly and accurately.
• Positive client experiences increase retention and referral rates.

3. Client Support

• Accurate and timely processing of client updates, including banking changes, address updates, and premium payments.
• Confidentiality and security of client information during processing.

4. Documentation Management

• New client files are prepared and maintained up to date.
• Organized and easily retrievable documentation system.
• Secure storage of sensitive information.

5. Team Collaboration

• Alignment on sales initiatives and administrative functions.
• Proactive communication and coordination.
• Support for sales initiatives.

6. Licensing & Compliance

• Ensure all active licenses are maintained.
• Comply with up to date industry regulations.
• File and manage licensing and compliance documentation for audits and internal record-keeping.

7. New Business Processing

• Track status of new/pending insurance applications.
• Proactive follow-up on new/pending insurance applications.
• Communicate with clients and carriers regarding application status and requirements.
• Maintain compliance checklists on all new insurance applications/policies

8. Practice Compliance

• Maintain accurate records of regulatory updates and integrate changes into business processes.
• Assist in preparing compliance reports and responding to audits when required.

Qualifications:

Education: High school diploma; post-secondary education in business administration or a related field is an asset.

Experience: Previous experience in an administrative role, preferably in the financial services and/or insurance sectors.

Skills:

• Strong organizational and time-management abilities
• Excellent communication skills, both written and verbal
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Familiarity with insurance software or CRM systems is a plus

Attributes: Detail-oriented, client-focused, and able to handle sensitive information with discretion.

Why Join Us? We offer a supportive work environment with opportunities for professional growth. As part of our team, you will play a vital role in helping our clients secure their financial futures while contributing to the success of our organization.

Application Process: Interested candidates should submit their resume and a cover letter outlining their qualifications and relevant experience. We thank all applicants for their interest; however, only those selected for an interview will be contacted.