Insurance Service Specialist - Vancouver, British Columbia Canada - 17746

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Job #: 17746
Title: Insurance Service Specialist
Job Location: Vancouver, British Columbia - Canada
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus
Employer Will Recruit From: Local
Relocation Paid?: NO


Working with a team of Financial Advisors you will service their high-net worth clients with insurance related needs. This role focuses on servicing existing clients and their existing needs with some new business case management. You will work with a well-established, professional, high caliber team.


  • Assisting clients by managing the end-to-end process to facilitate all policy change requirements
  • Managing the ongoing requirements to ensure all policies are in good standing
  • Maintaining quality of policy data; updating policy values and policy changes
  • Delivering a high level of personalized client service, offering the rapid resolution of queries
  • Assisting clients with their insurance applications, managing the application and underwriting process from end to end
  • Working directly with Advisors providing them with an expert level of insurance knowledge and support
  • Engage in ongoing learning to continuously improve knowledge and expertise within the insurance industry


  • First-class customer service skills, with a minimum of five years of experience in the insurance industry servicing both clients and advisors
  • Completion of the Life License Qualification Program (LLQP)
  • Thorough knowledge of all types of insurance products
  • Comfortable working with various insurance companies’ software
  • Excellent interpersonal, verbal and written communication skills
  • A proactive focus on query resolution and analyzing root causes to prevent future issues
  • Excellent organizational skills with the ability to prioritize and manage multiple tasks while meeting deadlines
  • The ability to work as part of the wider team, as well as individually