Job Title: Insurance Advisor Administrator / Associate Location: Nanaimo, BC On-Site | Full-Time | Permanent Salary: Starting from $45,000/year About Us We are a well-established financial services firm with nearly 50 years of success in Wealth Management, Insurance, and Group Benefits . Our team is dedicated to delivering exceptional service and tailored financial solutions to individuals and businesses. As we continue to grow, we are looking for a detail-oriented and proactive Insurance Advisor Administrator / Associate to join our team and support an experienced Insurance Advisor in a dynamic, fast-paced environment. Position Overview The ideal candidate is a highly organized professional who thrives on keeping operations running smoothly. This role demands excellent time management, strong written and verbal communication skills, and a commitment to client confidentiality. Prior experience in the Financial Services industry, or holding a valid Insurance license, is considered an asset. Key Responsibilities Manage and prioritize incoming communications, ensuring timely and confidential responses Schedule meetings and maintain calendars Prepare meeting agendas and collaborate on file preparation Attend and transcribe client meeting notes with precision Organize internal and client-facing events Handle mass communications (e.g. newsletters, seasonal updates) Prepare quotes, proposals, and illustrations for Personal Insurance and Group Benefits Process forms for Personal Insurance, Group Benefits, and Group RRSPs Monitor and manage incoming insurance documentation via online portals Liaise with insurance providers regarding policy updates, changes, and required documentation Act as the first point of contact for client emails and calls, using our CRM to organize and respond Track application statuses and follow up with prospects in the sales pipeline What You Bring Strong organizational and time management skills Excellent written and verbal communication Tech-savvy with proficiency in Microsoft Outlook, Word, Excel, PowerPoint, Zoom, and DocuSign High attention to detail and a commitment to accuracy Discretion and professionalism when handling sensitive information Team-oriented with strong interpersonal skills Resourceful and adaptable in a fast-paced environment Experience in the financial or insurance industry (preferred) Life, Accident & Sickness Insurance License (preferred) Benefits Competitive salary starting at $45,000 (exceptional candidates may be considered for a higher salary) Group Benefits including Extended Health and Dental (after probationary period) On-site parking MondayFriday, day shifts (8-hour shift) Supportive and collaborative team environment How to Apply If you''re excited to support a growing business in a professional and client-focused setting, wed love to hear from you. Apply now with your resume and a brief cover letter outlining your relevant experience.
Job Title
Insurance Advisor Administrator / Associate