Insurance Administrator

About Wiegers Financial & Benefits

For more than 30 years, we have helped individuals, families, and businesses make confident

decisions about their financial futures through strategic planning and trusted relationships. As a

privately-owned, independent financial planning and benefits consulting firm, we provide

customized solutions across our group benefits, group retirement, insurance, and financial planning

divisions.

Our mission is simple: to deliver customized solutions that empower our clients to live their best

life. Everything we do is guided by our values: providing an enhanced client experience, being open

and transparent, caring for people, delivering excellence, and building community.

• When our clients succeed, we succeed - and we’re proud to guide them every step of the way.
  

  The Opportunity

  We are looking for an Insurance Administrator who enjoys providing exceptional service, managing

  important details, and supporting clients and advisors throughout the insurance process.

• In this role, you’ll be an important part of our Estate & Insurance Planning division, supporting

  everything from insurance applications and underwriting to policy delivery and ongoing in-force

  service. You’ll work closely with our Financial Advisors, insurance carriers, clients, and internal

  teams to help ensure every request is handled accurately, efficiently, and with care.

• As our Insurance Administrator, you won’t simply process paperwork behind the scenes. You’ll help

  keep cases moving, anticipate what advisors and clients need next, solve problems, and provide

  clarity throughout the insurance lifecycle. At times, you’ll also help support clients and their

  families through sensitive situations, including claims and the loss of a loved one, making empathy,

  discretion, and professionalism especially important to this role.
  

  How You’ll Make an Impact

  Support Exceptional Client Service

  • Deliver timely, accurate, and professional service to clients, ensuring insurance inquiries and

  requirements are handled efficiently and with care

  • Manage and process in-force insurance service inquiries and requests

  • Respond to client questions and help ensure they receive clear information and appropriate

  support

  • Provide compassionate and professional service during sensitive situations, including

  insurance claims and death claims

  • Build trusted relationships through reliability, discretion, follow-through, and a client-first

  approach

  You lead, we’ll guide. Your best life is just ahead.

• Provide Insurance Administration and Case Management

  • Process insurance applications, including data entry, follow-up on outstanding requirements,

  and policy delivery

  • Complete and process insurance and segregated funds applications accurately and efficiently

  • Maintain accurate and complete client and policy information within our CRM system

  • Track outstanding requirements and help keep applications and service requests moving

  forward

  • Support insurance cases throughout the sales, underwriting, policy delivery, and ongoing

  service lifecycle

  • Ensure documentation and processes meet internal standards and regulatory requirements

• Support Our Financial Advisors

  • Provide proactive administrative support to Financial Advisors throughout the insurance

  process

  • Assist with insurance quotes and respond to questions during the sales and underwriting

  process

  • Keep advisors informed of case developments, outstanding requirements, next steps, and

  important updates

  • Anticipate administrative needs and take initiative to help cases progress efficiently

  • Help advisors deliver a seamless, professional experience to their clients

• Work With Insurance Carriers and Our Team

  • Communicate with insurance carriers regarding applications, underwriting, policy service, and

  other insurance matters

  • Act as a dependable point of coordination between advisors, carriers, clients, and internal

  support teams

  • Follow up on outstanding items and help resolve service issues or workflow challenges

  • Work closely with colleagues across our insurance, financial planning, group benefits, and

  group retirement divisions

  • Share knowledge and support teammates in delivering an integrated client experience

• Your Experience and Our Expertise

  • 3+ years of direct experience in insurance administration or a related role

  • Post-secondary education or recognized Business College Diploma

  • LLQP (an asset but not required)

  • Strong knowledge of insurance administration, applications, underwriting, policy service, and

  related processes

  • Experience working with insurance carriers, advisors, and clients

  • Proficiency with CRM systems and Microsoft Office tools

  • Strong analytical and logical problem-solving abilities

  • High level of accuracy, discretion, and professionalism
  

What Will Help You Succeed in This Role

• Strong client-first mindset

• Ability to build trusted relationships with clients, advisors, and colleagues

You lead, we’ll guide. Your best life is just ahead.

• Clear, confident, and professional communication

• Empathy and sound judgment when dealing with sensitive or emotional situations

• Strong attention to detail and commitment to accuracy

• Effective problem-solving and critical-thinking skills

• Initiative and the ability to anticipate needs and communicate proactively

• Ability to manage multiple priorities and follow cases through to completion

• Collaborative team approach

• High level of professionalism, integrity, discretion, and accountability

• A commitment to delivering an exceptional client experience

What We Offer:

At Wiegers Financial & Benefits, we believe the best work happens in an environment built on

trust, collaboration, and shared purpose. When you join Wiegers, you become part of a team that

cares deeply about doing the right thing for clients and for each other. We offer the following:

• A Career, Not Just a Job

We are committed to supporting long-term career growth. Our team members are

encouraged to continue learning, expand their expertise, and take on new opportunities as

they develop their careers.

• Strong Team Culture

Collaboration is central to how we work. Our benefits, retirement, insurance, and financial

planning teams work together to deliver expert, strategic, and integrated solutions for our

clients.

• Meaningful Client Relationships
At Wiegers, success is measured by the trust we earn. Our team members have the

opportunity to build lasting relationships with businesses and families, helping them

navigate important decisions with confidence.

• Competitive Compensation and Benefits

We offer competitive salaries along with a comprehensive benefits plan that begins on your

first day of employment.

• Confidential Counselling and Support

Our confidential Employee Assistance Program provides professional counselling and

support services for our team members and their families.

• Health and Wellness Flexibility

Each full-time employee is allocated $1,250 annually through their choice of a Health

Spending Account, a Wellness Spending Account, or a combination of both.

• Planning for Your Future

Employees can participate in our Voluntary Group Retirement Savings Plan (GRSP) and

Deferred Profit-Sharing Plan (DPSP), with employer matching that increases with years of

service. Team members may also allocate a portion of their bonuses directly to retirement

savings.

• Recognition and Milestones

From birthday lunches and referral bonuses to milestone service awards starting at five

years, we celebrate our team. Long-term service is recognized with cash rewards of up to

$5,000 and stand-out paid sabbaticals.

• Time to Recharge and Grow

Vacation time increases with tenure, and we provide financial support for professional

development and continuing education.

• A Firm That Builds Community

Giving back is part of who we are. As just one example, our team has helped raise more

than $2.675 million for the Jim Pattison Children’s Hospital Foundation through our in-

house charity Care for Kids by Wiegers.

• Flexibility and Balance

Life outside of work matters. Our team primarily works together in the office, while most

positions allow flexibility to work from home when needed. We strive to support the

diverse needs of our team.

We believe in creating a workplace where people are empowered to thrive, excel, and live their best

lives. When you join our team, you’ll experience a purpose-driven culture that invests in YOU.