ZipRecruiter

Log In

1

Associate Insurance Advisor Jobs in Tottenham, ON

National Bank

Wealth Associate

Mississauga, ON · On-site

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...

Warby Parker

Advisor - Eaton Center

Toronto, ON

... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...

National Bank

Wealth Associate

Richmond Hill, ON · On-site

In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Two years of relevant experience in the banking ("back office"), insurance, and/or financial ...

HollisWealth

Associate Structured Products

Toronto, ON · Hybrid

Associate, Structured Products _____ Build the future with us Are you driven by the financial ... advisors who have chosen us for their insurance, savings, and wealth management. With over $200 ...

National Bank

Senior Wealth Associate

Toronto, ON · On-site

In this role, you will work closely with investment advisors to ensure exceptional customer service ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...

NFP Corp

Client Service Associate

Thornhill, ON · Hybrid

CA$50K - CA$60K/yr

... Associate to support the needs of our Individual Solutions division. In this role, you will be ... the advisor, carrier, and clients. What You'll Do * Enter new insurance applications into the ...

previous pagenext page

Showing results 21-40

All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in Tottenham, ON

Associate Insurance Advisor information

What does an associate insurance advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

How does an associate insurance advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.

What are the key skills and qualifications needed to thrive as an associate insurance advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What is the minimum qualification for becoming an associate insurance advisor?

To become an associate insurance advisor, candidates typically need a high school diploma or equivalent. Some employers may prefer or require relevant coursework or prior experience in insurance or sales, and obtaining industry certifications can enhance job prospects.

What cities near Tottenham, ON are hiring for Associate Insurance Advisor jobs?

Cities near Tottenham, ON with the most Associate Insurance Advisor job openings:

Associate Insurance Advisor jobs near you

Contracting Team Lead

Insurance Talent Group

Mississauga, ON

$70K - $75K/yr

Full-time

Posted 14 days ago

Job description

Contracting Team Lead
Mississauga, Ontario
Position Summary
The Contracting Team Lead plays a critical leadership role in supporting the organization's commitment to delivering exceptional advisor service. As one of the first points of contact for advisors, the Contracting Team Lead oversees the advisor contracting process, ensures regulatory compliance, supports team performance, and drives operational excellence within the Contracting Department.
This position combines technical expertise in advisor contracting and licensing with leadership responsibilities, including coaching team members, assigning workloads, resolving complex issues, and collaborating with key stakeholders across the organization. The Contracting Team Lead must demonstrate exceptional attention to detail, strong organizational skills, and a commitment to delivering outstanding advisor service.
Main Objectives
  • Support newly recruited advisors through the contracting and onboarding process.
  • Ensure compliance with regulatory standards related to licensing, E&O insurance, and registrations.
  • Foster positive and professional communication with advisors, carriers, fund companies, and internal staff.
Workplace Model
  • On-site at the head office.
  • Salary: $70,000-$75,000
  • Monday to Friday: 8:30 a.m. - 5:00 p.m.
  • Occasional work outside regular business hours may be required based on business needs.
Supervision Received
Direct supervision is provided by the Contracting Consultant. All Contracting Associates report to the Head of Contracting and Compensation. Reporting relationships may change at any time at the sole discretion of the organization.
Key ResponsibilitiesLeadership and Team Management
  • Lead, coach, and support the Contracting team to ensure high performance, accountability, and exceptional service delivery.
  • Assign, prioritize, and monitor workloads to ensure service standards and departmental deadlines are consistently met.
  • Train, mentor, and onboard new Contracting Associates, providing ongoing guidance and support.
  • Establish work priorities and collaborate with team members to ensure efficient execution of departmental objectives.
  • Monitor service levels, productivity metrics, and team performance, identifying opportunities for continuous improvement.
  • Develop and implement process improvements to enhance operational efficiency and the advisor experience.
Advisor Contracting and Onboarding
  • Oversee and support the end-to-end advisor onboarding and contracting process, from initial referral through completion and activation.
  • Assist with advisor referrals for both mutual fund and insurance advisors and ensure timely follow-up throughout the onboarding process.
  • Manage complex advisor contracting cases independently and serve as the escalation point for challenging situations.
  • Create, maintain, and ensure the accuracy of advisor profiles within APEXA and other applicable systems.
  • Guide advisors and Advisor Group Associates (AGAs) through the establishment of contractual relationships with the organization.
  • Execute advisor agreements on behalf of the organization in accordance with company policies and delegated authority.
  • Ensure all advisor licensing, registrations, Errors & Omissions (E&O) insurance, and contracting requirements remain current and compliant.
Compliance and Licensing Administration
  • Manage and respond to licensing controls and compliance requirements for both life insurance and mutual fund advisors.
  • Monitor advisor licensing, registration statuses, and regulatory requirements to ensure ongoing compliance.
  • Act as the department's subject matter expert on contracting requirements, licensing regulations, carrier procedures, and industry standards.
  • Collaborate with Compliance and Sales Leadership to address contracting, licensing, and regulatory matters.
Carrier and Advisor Support
  • Build and maintain strong working relationships with insurance carriers, fund companies, and industry partners.
  • Resolve complex carrier-related issues and serve as the primary escalation point for contracting concerns.
  • Communicate professionally and promptly with advisors, carriers, internal departments, and external stakeholders.
  • Act as a liaison between advisors and internal departments to facilitate a seamless onboarding and transition experience.
Systems, Data Management, and Reporting
  • Maintain and regularly update Pipedrive, the Agent Contracting Tracker, and other departmental systems.
  • Ensure the accuracy and integrity of advisor records, including banking information, addresses, licensing details, and contractual data.
  • Process advisor terminations and ensure all systems, carriers, and relevant stakeholders are updated accordingly.
  • Prepare, analyze, and distribute reports related to contracting activity, advisor onboarding status, licensing compliance, and departmental performance metrics.
  • Track advisor book purchases and sales, ensuring documentation, approvals, and execution are completed accurately and within required timelines.
  • Lead and support MGA technology initiatives, including the implementation, testing, training, and ongoing optimization of platforms such as IntellectAI, as well as other projects that support departmental and organizational objectives.
Confidentiality and Professional Standards
  • Handle sensitive advisor, client, and company information with the highest level of confidentiality and professionalism.
  • Ensure adherence to company policies, procedures, regulatory requirements, and industry best practices.
  • Perform additional duties and responsibilities as assigned to support departmental and organizational objectives.

Skills and Qualifications
  • Minimum of 3 years of experience in advisor contracting, licensing, compliance administration, or a related financial services role.
  • Previous leadership, supervisory, or team lead experience preferred.
  • Strong knowledge of mutual fund and insurance industry contracting requirements.
  • Understanding of licensing, registration, and regulatory compliance requirements.
  • Exceptional organizational skills and attention to detail.
  • Strong analytical, problem-solving, and decision-making abilities.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with CRM systems, advisor databases, and Microsoft Office applications. Proficiency in the Microsoft 365 Office Suite (Excel, Word, and Outlook) is required, along with the ability to adapt to new technology.
  • Ability to work independently, solve problems, and determine effective solutions while collaborating with the team to achieve organizational goals.