Insurance assistant Offres d'emploi - Laval, QC

About the Company - Agostino Iermieri, owner of Averton Financial Services, provides expert advice and tailored insurance solutions for individuals and businesses. We develop innovative strategies that prioritize responsible financial planning and are customized to meet each client’s unique needs. Our holistic approach enables us to thoroughly understand our clients' goals, building lasting partnerships that support their growth.About the Role - We are seeking a detail-oriented Executive Assistant / Insurance Administrator who has experience working in life insurance, to manage all tasks and free up Agostino’s time, permitting him to focus on being in front of clients. This is a hybrid role, requiring 2 days per week in the office (Thursday and Friday) and an additional 1 or 2 days working from home. Depending upon your preferences, the workweek can be 3 or 4 days.Responsibilities -Client Service : Respond to client inquiries via phone and email, log calls and update CRM data, keep policies in good order by handling ownership transfers, beneficiary changes etc. and ensure timely follow-up on all tasks.Appointment Scheduling : Book virtual and in-person client appointments, manage the advisor’s calendar, and confirm meetings.Insurance Services : Prepare paperwork, handle insurance quotes, follow up on forms, review paperwork for accuracy, manage underwriting processes maintaining communication with clients throughout the process, review client file and CRM for next actions and planning opportunities.Administration : Investigate and solve administrative issues accurately, track licensing renewals and continuing education credits, develop effective workflow procedures and follow-up with advisor on his assigned tasks to ensure completion.Compliance : Maintain insurance files (hardcopy and electronic) and continually ensure compliance with industry standards.Qualifications -Life Insurance experience requiredLLQP Life license is a bonusPost-secondary educationBilingual (French writing is a plus)Strong verbal and written communication skillsExcellent interpersonal skillsProficient in Microsoft Office (Word, Excel, Outlook)Eager to learn and handle detailed processes accuratelyAble to adapt to changing priorities Pay range and compensation package - The offered hourly pay will be within the range of $24 to $32 depending on experience and licensing. There is an option, as noted above, to work between 22.5 and 30 hours per week.