Support insurance advisors by optimizing sales and client service as an Insurance Advisor Support Associate. Excel in delivering operational excellence and ensuring regulatory compliance in a hybrid work model.As a key figure in advisor success, you will leverage your 3 years of experience in financial services or life insurance. The position emphasizes proficiency in managing advisor cases and delivering high-quality work. You'll play a significant role in preparing summaries, reports, and data analyses to identify opportunities for growth and efficiency.Key Responsibilities:• Oversee end-to-end processing of insurance advisor business• Organize daily workloads to align with operational targets• Deliver compliant, detail-oriented documents for client cases• Conduct data analysis for upselling and renewals• Support office operations and compliance initiativesRequirements:• Relevant post-secondary education or experience in business• Minimum 3 years in the financial or life insurance industry• Proficient in necessary software applications• Strong skills in Microsoft Office suite• Detail-oriented with strong problem-solving capabilitiesJoin a supportive team that values your efforts in empowering insurance advisors and enhancing the client experience through exceptional service.#J-18808-Ljbffr
Insurance Advisor Support Associate Offering Comprehensive Sales Assistance
NORTHBRIDGE FINANCIAL CORPORATION
toronto, toronto
Published 27 days ago
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