View360 Insurance Advisory Looking for Client Services at New Westminster, BC Full Time

View360 Insurance Advisory is a growing, Insurance and Wealth Planning Firm focused on servicing business owners and high-net-worth individuals.
We are looking for a life insurance licensed Executive Assistant and client service manager.

You are professional, enthusiastic, punctual, and a positive person with excellent organizational, communication, and computer skills along with the ability to prioritize and manage a varied and complex workload. Ideally, you want full-time work, however, if you are already experienced in this field and have a proven track record, then we can be flexible – 24 hours minimum. Once you have proven your proficiency, working remotely is an option. This can be discussed and agreed upin prior to starting, and can be reviewed as needed.

Duties and Responsibilities:

• Once the Advisor has helped the client decide on their direction, you will be responsible for writing life insurance applications and assisting the file through the underwriting process.
• Providing word processing support; creating spreadsheets; maintaining client data and CRM systems; creating quality reports, presentations, and other documents
• Case preparation support to Advisor with research, financial plans, quotes
• Pulling up-to-date information off of websites to update client files prior to booked review meetings with an Advisor.
• Assist in the execution of our client service and care strategy.
• Managing incoming, e-mail or phone, client service requests.

Skills and Qualifications:

• Financial/ Insurance Industry experience required
• Great interpersonal skills
• Sunny disposition, good energy, a healthy balanced lifestyle, and you take pride in what you do.
• Excellent command of the English language, both verbal and written. Strong communication skills are a must
• High level of efficiency with exceptional attention to detail, ability to effectively prioritize tasks
• Strong time-management and organizational skills
• A high level of discretion and confidentiality is required. For both our business as well as our clients’ affairs.
• Strong MS Office skills (Word, Excel, Outlook, Powerpoint) and strong computer literacy
• Excellent teamwork skills complemented by the ability to work well independently.
• Excellent typing skills
• Core work hours Monday-Friday between 9:30 am-4:30 pm
• Hourly wage is based on years of industry experience and holding a valid life insurance license

Job Type: Full time pay based on experience to be discussed with candidates

Job Types: Full-time, Part-time
Part-time hours: 24 per week

Salary: $27.00-$40.00 per hour

Benefits:

• Casual dress
• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• On-site parking
• Paid time off
• Profit sharing
• Wellness program
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We are taking all necessary precautions. We can discuss our procedures with shortlisted applicants

Experience:

• Life insurance and financial services industry: 1 year (required)

Licence/Certification:

• Life Insurance License (required)
• Mutual funds license (preferred)

Work Location: Hybrid remote in NEW WESTMINSTER, BC

Application deadline: 2023-03-20
Expected start date: 2023-03-27