Private Wealth Insurance Advisor

Job Description

About the job Client Services Manager (Insurance)

About Stalwart Insurance Brokers Ltd.

Stalwart Insurance Brokers Ltd. (“Stalwart”) is a growing national life insurance brokerage with a focus on high-complexity client and business situations.

Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships.

Summary

We are looking for a Client Sevices Manager to join us at our Vancouver or Toronto office.

Working as part of the team, you will perform a broad range of integral functions in client life insurance solution management and maintenance operations, including facilitating policy renewals and premium financing, engaging in direct discussions with clients and other stakeholders, ensuring the completeness and accuracy of client life insurance actuarial models and other duties. These activities will collectively drive improved efficiency and accuracy in the administrative work-streams, improving operational performance of the business.

This position is a rewarding and fulfilling opportunity for a committed, diligent individual that will have a meaningful impact on the trajectory of the company as.

Your role will include, but will not be limited to:

• Notifying clients and lenders of upcoming life insurance renewal details


• Coordinating annual life insurance policy financing with lenders to facilitate policy renewal


• Liaising between lenders and clients during life insurance premium financing renewals as required


• Ensuring client life insurance policy actuarial models are updated and accurate


• Building a flow of funds model covering clients, lenders, insurance companies, and other entities for the upcoming policy year


• Coordinate meeting with the client to go over the life insurance policy renewal details


• Fielding queries from clients throughout the policy year regarding their insurance plan and directing them to the appropriate stakeholders as required


• Performing general administrative duties related to changes in clients’ life insurance policies, when applicable


• Ensuring the clients’ records are accurate throughout the policy year

Required Skills or Experience

• A higher education degree in business, public administration, actuarial, or a related field


• Three to five (3-5) years of experience working in the life insurance industry


• Excellent time management and organizational skills


• Excellent verbal and written communication skills


• Excellent attention to detail


• Professional demeanour and a client-centric focus


• A self-starter with problem-solving initiative, diligence, and an ability to learn quickly

Salary and Benefits

• $110,000 - $130,000 base salary with opportunity for a bonus (up to 20%) subject to personal and company performance


• Extended health benefits plan

Position Type

• Nature: Permanent, full-time, and in person.


• Time Commitment: 40 hours per week, with occasional overtime required


• Work Location: Vancouver, BC and Toronto, ON


• Start Date. Immediate

Please note: Candidates must be currently authorised to work in Canada.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.