Admin – LLQP Life Insurance
Nex3 Consulting is recruiting for a client, a wealth management office in North Vancouver, hiring an Admin for their life insurance practice. Role covers client onboarding, policy paperwork, compliance tracking, and front-line client communication. LLQP license (or in-progress) required.
Job type: Full-time
Pay: $20–24/hour CAD
Location: North Vancouver, BC — Hybrid
Responsibilities
- Process new business applications, policy changes, and renewals
- Maintain client files per provincial compliance standards
- Schedule client meetings, prep documentation for advisor reviews
- Track license renewals, CE credits, and regulatory deadlines
- Answer client inquiries on policy status, billing, claims routing
- Liaise with insurers (Manulife, Sun Life, Canada Life, etc.) on underwriting status
- Maintain CRM records, pipeline tracking, follow-up cadences
Hard skills
- LLQP license (active or in progress) — required
- MS Office / Google Workspace proficiency
- CRM experience (HubSpot, Zoho, or similar)
- Familiarity with insurer portals and e-application platforms
- Basic understanding of life insurance products (term, whole, universal life) and underwriting process
- Data entry accuracy, document management
Soft skills
- Discretion with sensitive financial/health information
- Clear written and verbal communication (client-facing)
- Organized, deadline-driven, low error tolerance
- Comfortable with repetitive compliance-heavy admin work
- Teamwork — works well with advisors, other admin staff, and insurer contacts
- Flexibility — adapts to shifting priorities, seasonal volume swings
- Bilingual (English/Farsi or English/French) a plus depending on client base
Nice to have
- Prior MGA or brokerage experience
- Familiarity with CRA-related tax implications on insurance products
Pay: $20.00-$24.00 per hour
Benefits:
- Flexible schedule
- On-site parking
Work Location: In person
