About the Company
A boutique insurance consultancy and brokerage located on the subway line in midtown Toronto specializing in individual insurance for medical professionals highnetworth individuals as well as corporate benefits and retirement plans for employers. They offer tailored insurance planning and exceptional service providing clients with the confidence and security they deserve for the future.
Their unbiased customizable insurance solutions ensure clients receive the best product to meet their specific needs. In the event of a claim they advocate for their clients at every step. The company is dedicated to providing the support needed for financial security and peace of mind.
The Opportunity
The company is seeking a highly organized handson Insurance & Office Operations Coordinator for a fulltime onsite role. The ideal candidate will be customerfocused able to multitask and capable of adjusting priorities as needed. This position will support office administration and ist the individual and group insurance departments with client communications application tracking updating files and handling reception duties.
Requirements
Key Responsibilities
- Support sales and marketing activities for the company s Medical Professional insurance business.
- ist with new client onboarding including intake needs ysis and preparing recommendations based on current coverage.
- Manage disability insurance applications including FEPO/FIO processes comparing ociation coverage and handling new applications.
- Conduct reviews of critical illness insurance including renewable and level policies ROP (Return of Premium) ysis and new applications.
- Review life insurance policies including term switch deadlines and new applications.
- Maintain and update client records in both electronic and physical files.
- Respond to client inquiries providing detailed information about the company s products and services.
- Prepare policy summaries and ensure all records are up to date.
- Submit new applications policy changes and address updates to insurance carriers or MGAs.
- Manage office administration and reception duties such as ordering supplies welcoming visitors and overseeing deliveries.
What We re Looking For
- A highly organized individual who can handle multiple tasks and adjust priorities as needed.
- A handson team player with strong customer service ss.
- Someone with the ability to thrive in a fastpaced environment and stay focused on client needs.
Benefits
What s in it for You
- Fulltime onsite position in midtown Toronto conveniently located on the subway line.
- Competitive salary with great benefits and perks.
- Complimentary lunch provided at the office daily.
- The opportunity to work with a dynamic boutique team focused on excellence in service.
QUALIFICATIONS: Completion of university degree or equivalent experience Experiences in Quality Management Software and Processes Minimum of 5+ years of Quality urance experience Insurance Industry experience (Personal lines preferred) Test Automation Clear demonstration of the following core competencies: Excellent planning and organizational ss Strong problem-solving and critical-thinking ss Good communication and interpersonal ss Process-oriented approach / creating and maintaining artifacts Excellent time management ss/ability to elish priorities Must be a team player Self-starter with the ability to work independently Ability to be flexible in a fast-paced environment with changing priorities