The Individual Financial Services Coordinator will:

• Prepare new sales documents for various insurance carriers for the Individual Financial Services team and coordinate completion of documents by clients

• Maintain client file notes for all transactions and interactions for individual clients

• Monitor and follow-up on outstanding forms for individual financial service transactions

• Coordinate withdrawal requests with Group Retirement insurance carriers

• Support the Individual Financial Services team with various client communication monitoring and campaigns

To be Successful as an Individual Financial Services Coordinator with Life Benefit Solutions you will need :

• A passion for customer service

• Excellent communication skills both written and verbal

• Strong attention to detail and ability to multi-task

• Strong interpersonal skills and ability to deal effectively with a variety of clients

• Excellent problem-solving and decision-making skills

• The ability to work independently and take initiative being a proactive self-starter with a positive attitude

• To be comfortable working in a fast-paced dynamic environment

• Team engagement and responsiveness with our clients and partners

• Proficiency with the MS Office suite of products

• Experience in individual financial services is considered an asset but not required

Whats in it for you:

• Have an impact in the communities we serve

• Participate in our contributions towards Truth and Reconciliation

• Learn by working and collaborating alongside our existing team of experts

• Employee benefit and retirement programs are provided

• Competitive compensation

• A fun flexible and productive work environment

Life Benefits Solutions a division of People Corporation is a Group Insurance & Retirement Broker servicing Indigenous employers across Canada. We specialize in designing programs that support the unique needs of Indigenous and non-Indigenous employees and employers.

Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to.