Client Insurance Solutions Manager, Life Insurance

Job Details

Description

Make an impact with our Life Insurance team as a Client Insurance Solutions Manager. This diverse team of specialized Life Insurance professionals supports MNP's insurance solutions and design. As a trusted advisor, you’ll be developing and customizing insurance solutions for clients, support a dynamic team of Life Insurance Advisors and engaging in direct discussions.

MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

Responsibilities

• Prepare insurance proposals, modelling and other insurance-related documents for clients
• Prepare, refine and deliver presentations and technical material
• Gaining in-depth experience in life insurance sales, client needs analysis, and policy solutions
• Partner with our Life Insurance Team to provide guidance on insurance planning concepts
• Discussion and creation of concepts, strategies, product application relating to insurance and estate planning
• Provide solutions that help families and businesses retain and transfer wealth
• Identify potential concerns / issues and assist Advisors with solutions
• Respond to client calls and answer queries relating to strategies
• Perform other related duties and special projects, as required

Candidate