Life And Health Insurance Assistant, Wood Gundy-bilingual

CIBC

Montréal, Canada
Fully remote
Life and health insurance processing
Client file management
Underwriting process management
The Life and Health Insurance Assistant will support Financial Security Advisors in processing client files and providing administrative support relating to life and health insurance

Job Summary

  • The Life and Health Insurance Assistant will support Financial Security Advisors in processing client files and providing administrative support relating to life and health insurance.
  • The role involves managing the underwriting process for new insurance cases and providing ongoing administrative follow-up for in force policies.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

The Life and Health Insurance Assistant will support Financial Security Advisors in processing client files and providing administrative support relating to life and health insurance.

Skills & Requirements

Must-have

  • Life and health insurance processing
  • Client file management
  • Underwriting process management
  • Administrative follow-up for policies
  • Research related to insurance industry
  • Bilingual (French and English)

Nice-to-have

  • Relationship-oriented banking
  • Client-centric approach
  • Collaborative team environment
  • Proactive business opportunity identification

Key Requirements

  • Bachelor's degree or college diploma
  • Legally eligible to work in Canada
  • Valid work or study permit (if applicable)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter