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Senior Insurance Coordinator
Doctors of BCSenior Insurance Coordinator providing client service and coordination support in insurance planning at Doctors of BC. Responsible for liaising between clients and insurance providers to ensure application success.
About the role
Key responsibilities & impact- Provide advanced client service, application coordination, and sales support to physician members and their families.
- Act as a key liaison between clients, Insurance Advisors, insurance carriers, and internal stakeholders.
- Meet with clients via Zoom to complete applications, explain recommendations and underwriting processes.
- Coordinate, monitor, and advance insurance applications from submission through policy placement.
- 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 and engaging with physician members.
Requirements
What you’ll need- 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; CHS, GBA, CFP or CLU designations are an asset.
- Excellent time management and organizational skills, and a strong track record of balancing priorities and meeting multiple deadlines.
- Demonstrated proficiency with web-based applications, such as Insurance Carrier e-application and advisor portal sites.
- Experience with CRM Salesforce is an asset.
Benefits
Comp & perks- Health care benefits
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial marketinginsurance salesindividual life insuranceliving benefitsapplication coordinationunderwriting processesbusiness development
Soft Skills
client servicecommunicationtime managementorganizational skillsproblem-solvingprioritizationmeeting deadlines
Certifications
Life insurance licenseAccident & Sickness insurance licenseCHSGBACFPCLU