Senior Insurance Coordinator

Doctors of BC • Vancouver, BC

9h • CA$63,600 - CA$79,500 • Hybrid

About The Position

At Doctors of BC, the Senior Insurance Coordinator provides advanced client service, application coordination, and sales support to physician members and their families throughout the insurance planning and application process. This role acts as a key liaison between clients, Insurance Advisors, insurance carriers, and internal stakeholders. The Senior Insurance Coordinator supports the successful implementation of insurance recommendations by meeting with clients via Zoom to complete applications, explaining recommendations and underwriting processes, and guiding applicants through complex insurance requirements. The role is critical in delivering a positive client experience by building trusted relationships, responding to inquiries with professionalism and empathy, and ensuring clients understand next steps, timelines, and requirements. The Senior Insurance Coordinator is responsible for coordinating, monitoring, and advancing insurance applications from submission through policy placement, ensuring cases progress efficiently and in accordance with service standards and advisor recommendations. This role proactively follows up with insurers, clients, and stakeholders to resolve issues, obtain outstanding documentation, and prevent delays. Additionally, the role supports business development activities by promoting insurance services, engaging with physician members, and encouraging appointments with Insurance Advisors. Success requires strong relationship management, attention to detail, sales and service orientation, and the ability to communicate complex insurance concepts with confidence, diplomacy, and tact while maintaining a high standard of client care and operational excellence. There may be some availability requirements for this role outside of Doctors of BC business hours.

Requirements

• One year of experience in financial/insurance marketing assistant or sales role, or equivalent.
• Knowledge of individual life insurance and living benefits; able to explain advisor recommendations and solutions.
• Must be licensed to sell Life and Accident & Sickness insurance in BC.
• Excellent communication skills.
• Excellent interpersonal skills with demonstrated ability to collaborate effectively with peers and multiple partner groups, accessing guidance only when critically required.
• Excellent time management and organizational skills, and a strong track record of balancing priorities and meeting multiple deadlines.
• Excellent problem-solving and analytical skills.
• Ability to work well independently and as part of a team.
• Demonstrated proficiency with web-based applications, such as Insurance Carrier e-application and advisor portal sites.

Nice To Haves

• CHS, GBA, CFP or CLU designations are an asset.
• Experience with CRM Salesforce is an asset.

Responsibilities

• Provide advanced client service, application coordination, and sales support to physician members and their families throughout the insurance planning and application process.
• Act as a key liaison between clients, Insurance Advisors, insurance carriers, and internal stakeholders.
• Support the successful implementation of insurance recommendations by meeting with clients via Zoom to complete applications, explaining recommendations and underwriting processes, and guiding applicants through complex insurance requirements.
• Deliver a positive client experience by building trusted relationships, responding to inquiries with professionalism and empathy, and ensuring clients understand next steps, timelines, and requirements throughout the application process.
• Coordinate, monitor, and advance insurance applications from submission through policy placement, ensuring cases progress efficiently and in accordance with service standards and advisor recommendations.
• Proactively follow up with insurers, clients, and stakeholders to resolve issues, obtain outstanding documentation, and prevent delays.
• Support business development activities by promoting insurance services, engaging with physician members, and encouraging appointments with Insurance Advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed