About theCompany

A boutiqueinsurance consultancy and brokerage located on the subway line inmidtown Toronto specializing in individual insurance for medicalprofessionals highnetworth individuals as well as corporatebenefits and retirement plans for employers.

They offer tailoredinsurance planning and exceptional service providing clients withthe confidence and security they deserve for thefuture.

Theirunbiased customizable insurance solutions ensure clients receivethe best product to meet their specific needs. In the event of aclaim they advocate for their clients at every step.

The company isdedicated to providing the support needed for financial securityand peace ofmind.

TheOpportunity

The company is seekinga highly organized handson Insurance & OfficeOperations Coordinator for a fulltimeonsite role. The ideal candidate will be customerfocusedable to multitask and capable of adjusting priorities as needed.

This position will support office administration and ist theindividual and group insurance departments with clientcommunications application tracking updating files and handlingreceptionduties.

Requirements

KeyResponsibilities

• Supportsales and marketing activities for the company s MedicalProfessional insurancebusiness.
• istwith new client onboarding including intake needs ysis andpreparing recommendations based on currentcoverage.
• Managedisability insurance applications including FEPO / FIO processescomparing ociation coverage and handling newapplications.
• Conductreviews of critical illness insurance including renewable and levelpolicies ROP (Return of Premium) ysis and newapplications.
• Reviewlife insurance policies including term switch deadlines and newapplications.
• Maintainand update client records in both electronic and physicalfiles.
• Respondto client inquiries providing detailed information about thecompany s products andservices.
• Preparepolicy summaries and ensure all records are up todate.
• Submitnew applications policy changes and address updates to insurancecarriers orMGAs.
• Manageoffice administration and reception duties such as orderingsupplies welcoming visitors and overseeingdeliveries.

WhatWe re LookingFor

• A highlyorganized individual who can handle multiple tasks and adjustpriorities asneeded.
• Ahandson team player with strong customer servicess.
• Someonewith the ability to thrive in a fastpaced environment and stayfocused on clientneeds.

Benefits

Whats in it forYou

• Fulltimeonsite position in midtown Toronto conveniently located on thesubwayline.
• Competitivesalary with great benefits andperks.
• Complimentarylunch provided at the officedaily.
• Theopportunity to work with a dynamic boutique team focused onexcellence inservice.

QUALIFICATIONS : Completion of university degree or equivalentexperience Experiences in Quality Management Software and ProcessesMinimum of 5+ years of Quality urance experience Insurance Industryexperience (Personal lines preferred) Test Automation Cleardemonstration of the following core competencies : Excellentplanning and organizational ss Strong problem-solving andcritical-thinking ss Good communication and interpersonal ssProcess-oriented approach / creating and maintaining artifactsExcellent time management ss / ability to elish priorities Must be ateam player Self-starter with the ability to work independentlyAbility to be flexible in a fast-paced environment with changingpriorities