Kanata, On Client advisor, affinity programs Jobs – 123 Openings This Week

Bilingual Case Coordinator (Insurance)
STRIVE Recruitment —Ottawa, ON
- $60,000–$70,000 a year
- Full-time
- Bilingual
- Microsoft Outlook
- English
- Life insurance
Quick apply
Financial Planner, Scotia Financial Planning - Ottawa, ON
Scotiabank —Ottawa, ON
- Sales
- Travel
Advisor, Securities
Desjardins —Gatineau, QC
- Full-time
5d
Wealth Management Advisor
Desjardins —Gatineau, QC
- Full-time
- Hybrid work
- Bachelor's
2d
Part-time Professor - General Carpentry Apprenticeship
Algonquin College —Ottawa, ON
- $80.63–$139.88 an hour
- Part-time
- Hybrid work
- Carpentry
- Teaching
- Dental care
- Tuition reimbursement

Related jobs to explore

Based on your search for client advisor, affinity programs

Talent & Culture Partner
Innovative Medicines Canada —Ottawa, ON
Facilitate and support employee-led committees, including recognition, health and safety, DEIA, and social committees, helping bring initiatives to life and…
From $90,000 a year
Quick apply
12d
Vehicle Technology Specialist
TONY GRAHAM LEXUS —Nepean, ON
Valid Ontario G-class driver’s licence and clean driving record. G-class driver’s licence (required). OMVIC sales license in good standing (or willingness to…
From $20 an hour
Quick apply
15h

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Multi-Licensed Insurance Professional – Hybrid Opportunity
Aston Insurance Solutions Inc. —Port Perry, ON
Our boutique agency offers the best of both worlds: personalized service and strong community relationships, combined with the ability to provide a broad range…
$34,400.00–$99,794.40 a year
Quick apply
13d
Allstate Sales Agent - Thornhill and Scarborough East Ontario, (Hybrid - Full Time)
Allstate Canada —Thornhill, ON
Expand Your Reach: Be visible in your community by attending events and networking to continually build your client base.
$70,000–$120,000 a year
2d

Show more jobs in cities nearby

I want to receive the latest job alerts for client advisor, affinity programs in kanata, on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor, affinity programs jobs near kanata, on

Bilingual Case Coordinator (Insurance)

STRIVE Recruitment -
Ottawa, ON

Quick apply

Job details

Full-time
$60,000–$70,000 a year

Qualifications

Bilingual
French
Microsoft Outlook
Financial auditing
English
Microsoft Office
Organizational skills
Financial services
Communication skills

Full job description

Bilingual Case Coordinator (Insurance)

Ottawa, ON

$60,000 - $70,000

Permanent | Full-Time | On-Site

About Us

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Manufacturing Operations, and Technology. STRIVE supports various clients from small to medium-sized enterprises to Fortune 500 organizations for their permanent, contract, and temporary recruitment needs.

THE OPPORTUNITY

Our client is seeking a Bilingual Case Coordinator (French & English) to join their growing Ottawa office.

This is an exciting opportunity for an experienced insurance or financial services professional who enjoys owning the new business process from start to finish. Working alongside a close-knit and collaborative team, you'll play a key role in ensuring life insurance applications move efficiently from submission through underwriting to policy issue.

If you're highly organized, proactive, detail-oriented, and thrive in an environment where you're trusted to work independently, we'd love to hear from you.

ADVANTAGES

Permanent, full-time opportunity
Monday to Friday schedule (40 hours/week)
Flexible start time (8:30 AM – 4:30 PM or 9:00 AM – 5:00 PM)
Stable and growing organization
Small office with a friendly, team-first culture
Opportunity to take ownership of your work with minimal micromanagement
Group pension program
Comprehensive benefits package (details to be provided during the interview process)

RESPONSIBILITIES

New Business Administration

Review and audit life insurance applications for completeness and accuracy
Verify signatures and required documentation
Submit applications electronically to insurance carriers
Monitor applications throughout the underwriting process
Track outstanding requirements and follow up accordingly
Coordinate directly with advisors and insurance carriers
Ensure files progress efficiently through to policy issue
Distribute issued policies where required

Underwriting Coordination

Order attending physician statements (APS)
Coordinate medical requirements and blood profiles
Arrange Dynacare appointments and other underwriting requirements
Follow up on settlement requirements
Maintain regular communication with carriers regarding outstanding items
Keep advisors informed throughout the underwriting process

Administrative Support

Maintain accurate client records and documentation
Assist with light office administration including greeting visitors, receiving couriers, and supporting day-to-day office operations
Collaborate with teammates and provide support where needed

REQUIREMENTS

Experience within an MGA, insurance brokerage, insurance carrier, or financial services environment
Previous experience supporting life insurance new business processing
Working knowledge of life insurance terminology including underwriting, APS requests, medical requirements, settlement requirements, and life insurance applications
Fully bilingual in English and French (spoken and written)
Excellent verbal and written communication skills
Strong organizational skills with exceptional attention to detail
Comfortable communicating with advisors and insurance carriers by phone and email
Proficiency with Microsoft Office and Outlook
Experience using WealthServ, RepVision, or similar industry software is considered an asset

WHO YOU ARE

We're looking for someone who is:

Highly organized and exceptionally detail-oriented
A proactive problem solver who takes initiative
Comfortable working independently and managing multiple priorities
Reliable, punctual, and accountable
A strong communicator who isn't afraid to pick up the phone when needed
A collaborative team player who enjoys contributing wherever help is needed
Eager to learn, takes thorough notes, and continuously improves their knowledge

#INDSTRIVE3

#LI-SR

Quick apply

Refine Your Search

client advisor, affinity programs jobs in kanata, on

Bilingual Case Coordinator (Insurance)

Financial Planner, Scotia Financial Planning - Ottawa, ON

Advisor, Securities

Wealth Management Advisor

Part-time Professor - General Carpentry Apprenticeship

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alerts for client advisor, affinity programs in kanata, on

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected