Client Services Administrator - Vancouver, Canada - Ascent Insurance Services Inc.

Description

About us

Ascent Insurance is a highly regarded boutique insurance firm in the executive life and employee benefits industry located downtown Vancouver, BC.

We are dedicated to delivering excellence in everything we do (and having a little bit of fun too).


Job Summary:

Our firm is seeking a professional and self-motivated Client Services Administrator. If you are a detail oriented individual and willing to learn, this might be the role for you

The Client Services Administrator contributes to the success of the company by providing support and administrative duties as well as enhancing our overall client experience.

This is a full-time position with flexibility of a hybrid office/home arrangement down the road.


Key Responsibilities:

• Prepare client deliverables including proposals, reports, spreadsheets, and presentations.
• Liaise with internal resources and insurance carriers to obtain answers and/or resolutions to benefit inquiries.
• Manage all aspects of the benefits plan marketing process (obtaining employee data, contracts, prepare specifications, review quotations and document results in a meaningful report format).
• Prepare renewal reports and claims experience reports for clients.
• Update & maintain CRM information.
• Follow up with prospective clients.
• File maintenance (paper and electronic) and verify the accuracy of policies.
• Handle client inquiries and employee enrolments.
• Prepare Quarterly Newsletters for clients.
• Implement new insurance policies with various insurance providers
• Other administrative related duties as required.

About you:

• Diploma in Business, Marketing, or an Administrative program or an equivalent combination of experience and education would be an asset.
• Excellent attention to detail, organizational and time management skills; ability to manage competing priorities with high level of accuracy.
• Strong knowledge of Microsoft Office Suite, proficiency with Excel is very important in this role.
• Strong verbal and written communication.
• Integrity, honesty, confidentiality working with private and sensitive information.
• Organized and proactive with all internal and external clients.
• Experience using CRM software, adaptable to new programs and technology.
• High level of initiative, independence, and ability to work effectively with minimum supervision
• Experience in the benefits industry and/or retirement plan administration would be desired.
• GBA, RPA, or CEBS designation would be an asset to this position.

There is an opportunity for career advancement and to support your professional development. Courses to improve knowledge in the industry and obtain licensing will be provided.


Benefits:

• Casual dress
• Extended health care
• Flexible schedule
• Paid time off
• Tuition reimbursement
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Vancouver, BC: reliably commute or plan to relocate before starting work (required)

Work Location:
Hybrid remote in Vancouver, BC