Join the Ciccone McKay Team!

Ciccone McKay Financial Group is an independent financial services firm with proven experience in the areas of risk management, wealth management, estate and business succession planning, and employee benefits. Ciccone McKay is a dynamic organization offering:

• Opportunity for continued education, growth, and personal development
• Competitive benefits & compensation
• A flexible, fun, and supportive work environment

Job Description

Administrator and Client Servicing, Insurance
Full Time, 40 hours per week; in-office (Downtown Vancouver)

Summary of Role
Use your knowledge and experience in the financial services industry to provide operational and marketing administrative support, timely and accurate processing of new business applications and exceptional client servicing. Develop solid & lasting relationships with supplier partners, clients and team members.

Key Responsibilities

Operational & Marketing Support:

• Greeting in-person guests, handling phone calls, redirecting calls and messages
• Handling mail and couriers
• Ensuring all required supplies are on hand, ordering supplies, office food and beverages
• Liaison with building personnel on building related matters
• Manage renewal of various licensing and insurance for office and staff (E&O etc). 
• Maintain and manage CRM; produce reports as required
• Assist with marketing activities such as direct mail campaigns, mass email communications and other related activities;
• Handle booking and coordination of all details for events and special occasions including planning meetings, client education and appreciation events and holiday events.
• Send out thank-you cards, Christmas cards, birthday cards, and bereavements cards
• Compose, review, edit and follow through on internal and external communication;

New Business Sales Support

Insurance:

• Complete life, critical illness, disability insurance applications
• Ensure that personal, financial, and underwriting questions are answered appropriately
• Assemble complete application packages for submission to insurance carriers
• Order corresponding underwriting requirements
• Update underwriting log and be prepared to update sales staff on status
• Follow-up on all outstanding requirements on a timely basis
• Coordinate with new business case coordinators and maintain open communication with underwriters on pending cases
• Follow up with clients in an appropriate and effective manner

Client Servicing Support

• Process life, disability, and critical illness insurance claims
• Update addresses and telephone numbers etc. 
• Process policy changes (e.g. change of banking information, change of beneficiary)
• Address client inquiries regarding policies details and products
• Ensure premium payments are up-to-date
• Handle lapse notice and PAC returns
• Escalate complex requests to analysts and advisor

Interpersonal Development 

• Knowing key contacts and applying appropriate protocols when communicating with these key persons
• Developing and ensuring relationships with wholesalers, case coordinators, and underwriters are maintained on a professional and effective basis
• Contribute to organizational teamwork by:
• Working collaboratively with staff and communicating openly
• Developing relationships with Ciccone McKay/ Immix Group staff
• Meeting personal/professional expectations and requirements

Working with Ciccone McKay

• Bring a hands-on approach to all activities as required in a boutique organization, a team player mentality, and a client focused approach.
• 30% dedicated to general operational support and marketing support
• 35% dedicated to new business processing
• 35% dedicated to client servicing tasks

Key Personal Skills

• Ability to prioritize and manage multiple task streams
• Perseverance, self-motivation, results driven
• Strong problem-solving skills; analytical and logical thinking skills
• Ability to communicate clearly in writing and in person
• Resourceful and investigative nature
• Personable, likeable, and outgoing personality

Experience & Education Requirements

• Licensed through Insurance Council of BC with LLQP
• 2+ years experience in financial services (insurance and investment) industry
• Completed University degree or industry-related diploma
• Proficient with Microsoft 365 (Teams, Word, Outlook, Excel etc.)
• Technologically savvy, with ability to use and learn various software and applications as required.

Contact Information
If you think you could be the right person for the job, please contact Lindsay Byrka directly at lindsay@immixgroup.ca. Please introduce yourself and attach a cover letter and resume