Client Services Rep. Individual Life Insurance

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Title:

Client Services Rep. Individual Life Insurance

Location:

Toronto, ON 

Employment Type:

Full Time

Occupations:

Sales-Retail: Insurance Agent-Broker

Salary:

58,000-65,000 per year

Job Description:

Client Services Representative – Individual Life Insurance Brokerage
The Insurance Advisory Group Inc. (IAG) is a national Life and Disability Insurance brokerage firm.  IAG provides advanced planning strategies to their clients in Estate Planning, Business Insurance and Executive Benefits to distinguished individuals and major corporations.
Position
IAG requires a Bilingual Client Service Representative for its French and English-speaking clients across Canada.
General responsibilities include:
Primary liaison between Clients, Advisors and Insurers through written and oral communication
Maintain accurate records of all client communications in files and database (Kronos)
Prepare and process applications for renewals applications of Individual Life, Disability and Critical Illness Insurance
Facilitate the renewal process and prepare spreadsheets, etc. as required, prepare contracts for delivery and settlement
Support senior sales staff with the creation of sales proposals, new applications of Individual Life, Disability and Critical Illness Insurance
Serve as a primary service contact for national client relationships

Job Requirements:

Bilingual (fluent in French/English) in both written and oral communications
Minimum 5 years of Individual Life, Disability and Critical Illness product knowledge and service experience in an innovative insurance brokerage, insurance company or MGA environment.
An intermediate level of knowledge of Microsoft Office & Life Guide, in addition to Insurer software (Manulife, RBC, Ivari, Sunlife, Canada Life, BMO) for applications, illustrations & status reports and updates
Database experience a must, experience with Kronos database an asset
A Quebec provincial Life Insurance License would be an asset
Relationship-building skills and commitment to servicing long-term clients, while demonstrating a professional and positive demeanour as part of the IAG team
Ability to multi-task, prioritize and manage, primarily, our French-speaking client base
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Company Info
The Insurance Advisory Group Inc.
Toronto, Canada

Company Profile