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    Administrator, Insurance Services - Vancouver, BC, Canada - Ocean 6 Wealth Advisory

    Ocean 6 Wealth Advisory
    Ocean 6 Wealth Advisory Vancouver, BC, Canada

    3 weeks ago

    Default job background
    Description

    SALARY:
    $50,000 - $65,000 (PERMANENT FULL-TIME)


    LOCATION:
    240 E 2ND AVE, VANCOUVER, BC
    Ocean 6 is a place where bold new ideas change the world of finance.

    Our firm is guided by our brand foundation:

    • To create transformational experiences that help our clients reach their biggest goals.
    • The Insurance Administrator will be responsible for the following tasks:
    Independently write/process insurance applications
    Manage and respond to all insurance-related questions
    Provide analysis for insurance needs
    Manage in-force insurance business and policy changes (renewals, cancellations, yearly premiums, inforce illustrations).
    LLQP License or willingness to obtain within 2 months of employment
    Experience working within a CRM (Salesforce or equivalent)
    Attention to detail and accuracy in data entry and record-keeping


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