Individual Insurance Analyst, Wealth

Overview

Posted Friday, February 6, 2026 at 7:00 AM

Navacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.

The Role

The Individual Insurance Analyst, based in our Edmonton office and reporting to the Wealth Advisor, will provide essential support for both in-force clients and new insurance business within the Wealth department. This role is critical to ensuring smooth operations, accurate processing, and an exceptional client experience across all facets of individual insurance.

We are seeking a detail-driven, analytically minded administrative professional with experience in processing, documentation management, and advisor support. The ideal candidate can effectively manage a high volume of work, prioritize competing tasks, and maintain exceptional accuracy without compromising service standards. They will be highly organized, proactive, and committed to delivering timely, high-quality results while upholding an exceptional level of client service.

Responsibilities

• Responsible for handling client inquiries and enforce business needs
• Processing Insurance applications, drafting proposals, presentations, and claims handling
• Preparing client illustrations and quotes
• Working alongside insurance carriers, MGA and other industry professionals
• Manage workflows from new business to underwriting and in force
• Provide excellent customer service to existing and new clients
• Manage and maintain all records for our Individual insurance block of business with a high degree of quality and accuracy
• Build custom reporting to suit the needs of accounts
• Other duties as assigned

Qualifications

• Detail-driven, analytical mindset with experience in processing, documentation management, and advisor support
• Ability to manage a high volume of work, prioritize competing tasks, and maintain accuracy
• Strong organization, proactivity, and commitment to delivering timely, high-quality results
• Excellent client service and communication skills

Diversity, Equity & Inclusion

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.