Licensed Insurance Representative Assistant

Co-operators•Mississauga, ON

16h•CA$38,007 - CA$63,345•Hybrid

About The Position

The Prequalified Life & Wealth Coordinator plays a key role in connecting clients with the right advisor by managing the prequalification process for our Life and Wealth Program. This position is responsible for contacting clients who have previously expressed interest in Life or Wealth products during an interaction with one of our Licensed Insurance Representatives. Through proactive outbound calls, the Coordinator gathers additional information to better understand each client’s needs, ensures opportunities meet prequalification criteria, and matches clients with the most appropriate advisor based on location for a personalized consultation. This role is instrumental in creating a seamless client experience while supporting Advisor productivity and sales growth.

Requirements

Excellent verbal and written communication skills.
Strong customer service and relationship-building abilities.
Comfortable making outbound calls and engaging clients in meaningful conversations.
Strong organizational skills with exceptional attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Proficient in Microsoft Office applications.
Ability to work independently while collaborating effectively within a team.

Nice To Haves

Experience using Salesforce and PolicyCenter (or similar CRM and policy administration systems) is considered a strong asset.
Bilingualism in English and French is an asset.

Responsibilities

Conduct outbound calls to clients who have requested information about Life or Wealth products.
Complete a prequalification assessment to understand the client’s needs, goals, and eligibility.
Accurately document client interactions and prequalification details.
Search for and assign qualified leads to the most appropriate Life or Wealth Advisor.
Send confirmation emails to both the client and the assigned advisor office, ensuring all relevant information is communicated clearly.
Maintain accurate and up-to-date records within Salesforce and PolicyCenter.
Provide a positive, professional, and client-focused experience during every interaction.