Job Description

Location:

Sherwood Park, Alberta

Hours:

Monday to Friday, 8:30 AM - 5:00 PM (No evenings or weekends)

We are a well-established Financial Planning firm with multiple advisors seeking a Full-Time Insurance Service Coordinator to support our growing team. This is an in-office, administrative support role focused on coordinating and processing insurance cases for our advisors.

About the Role

The ideal candidate will have previous experience in the insurance industry and a strong understanding of insurance products and processes. You'll play a key role in ensuring smooth coordination between clients, advisors, and insurers.

Key Responsibilities

Process insurance applications for Term, Permanent, Group, Disability, and Accident & Sickness insurance. Prepare and maintain client files, reports, and case summaries. Create and manage Excel spreadsheets to track applications, renewals, and follow-ups. Handle group plan renewals, quotes, and administrative updates. Scan, organize, and maintain all paperwork electronically. Coordinate with advisors to support ongoing client projects and tasks.

Skills and Qualifications

Experience in the insurance industry is required. Strong understanding of: Term insurance Critical illness insurance Group plan administration Health and dental insurance Permanent insurance Disability insurance Accident & Sickness Experience processing investments is an asset. Excellent communication skills in English (French is an asset). Strong organizational and multitasking abilities. Proficient in Microsoft Word, Excel, PDF tools, and CRM software. 40+ WPM typing speed is an asset. LLQP license isnot required, but considered an asset. Familiarity with fund comparison and financial planning software is beneficial.

Why Join Us

Monday-Friday schedule (no evenings or weekends). Supportive, professional office environment. Competitive compensation based on experience. Benefits and RRSP plan provided.

To Apply:

Please email your resume and cover letter to this ad, We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: $19.12-$29.99 per hour

Expected hours: 40 per week

Benefits:

RRSP match
Work Location: In person