Enable America Jobs

About The Role

Zavitz Insurance & Wealth Inc., now powered by HUB International, is an award-winning organization recognized for our customer service excellence and community involvement. Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. Zavitz Insurance & Wealth’s commitment is to always act in the client’s best interest; to ensure a fair, ethical, and caring practice, and lead the industry with the highest service standards, professionalism, and compliance.

As part of the HUB International network, we have expanded our capabilities and resources while maintaining our core values and personalized service approach. We’re looking for an experienced Advisor Assistant who will be responsible for supporting our Managing Advisor.

What You’ll Do

Administration and Client Service

• Provide outstanding service to clients, ensuring their needs are met with a high level of professionalism and care.

• Handle claims and underwriting issues, liaising with relevant departments to resolve any issues efficiently.

• Compile and analyze data for various reports, ensuring accuracy and timeliness.

• Keep abreast of product updates and industry changes to provide informed advice to clients.

• Stay informed about the latest products in the market, particularly in living benefits and permanent life insurance.

• Communicate product updates and changes to clients, ensuring they are well informed about their options.

Executive Support

• Provide comprehensive support to the advisor, managing calendars, scheduling appointments, and coordinating travel arrangements.

• Assist with day-to-day administrative tasks, including handling correspondence, managing emails, and maintaining organized records.

• Undertake duties as required to support the advisor and ensure the smooth running of the back office.

Qualifications and expertise that pave the way for Success

• LLQP is required or ability to maintain in short order

• Typically, 2+ years of proven experience in living benefits and permanent life insurance

• Experience in a fast-paced insurance environment where high attention to detail is critical

• Calm under pressure and able to manage multiple/competing tasks

• Exceptional interpersonal, communication and customer service skills

• Excellent computer skills and a high proficiency with a variety of computer software programs

• Positive self-starter who can work successfully in a small team environment

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 17,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/ .

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:

• Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.

• Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.

• Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.

• Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.

• Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.

• Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

Diversity, Equity, and Inclusion: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.

Service: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.

#LI-hybrid

#LI-DH

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma