Bilingual Insurance Administrator

<STRONG>With more than 51 years of exclusive service to Canada’s physicians and their families, MD’s mission is to provide them with financial peace of mind, so they can enjoy what matters most to them while achieving their career and life goals. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.</STRONG>

Montreal, QC

MD Financial Management

<strong>MD Financial Management Inc. supports physicians by helping them achieve financial well-being from medical school through retirement. MD Financial Management is the manager and trustee of the MD family of funds, a group of 35 proprietary mutual funds. The company retains and supervises world-class investment managers, who manage the portfolio assets of one or more of the funds or parts of the funds.<br /><br />Pour nos positions en fran&ccedil;ais, s&rsquo;il vous plait <a href="https://vizi.vizirecruiter.com/Gestion-financi-re-MD-2026/index.html" target="_blank" rel="noopener noreferrer">appuyez ici</a>. For our French positions, <a href="https://vizi.vizirecruiter.com/Gestion-financi-re-MD-2026/index.html" target="_blank" rel="noopener noreferrer"><u>please click her</u>e</a>.<br /></strong> https://mdm.ca/md-wealth-management

keywords: an immediate opening,insurance,arrange,implementation,analysis,knowledge,skills,what success looks like,teamwork,management,administration,organization,technology,what you need,experience,communication

Full-Time

Overview: If you&rsquo;re a results-driven, enthusiastic and technology-savvy team player, you&rsquo;ll thrive in our dynamic, flexible and collaborative environment.&nbsp;<br /><br />We have an immediate opening for a talented, enthusiastic and client-focused&nbsp;<strong>Bilingual Insurance Administrator</strong>&nbsp;for our growing team&nbsp;<strong>Montr&eacute;al</strong>&nbsp;based.&nbsp;
Responsibilities: <strong>What You Will Do:</strong><br /><br />The Insurance Administrator is responsible for providing administrative support to the Insurance Consultant. Duties include the following:&nbsp;<br />&nbsp;<br /><br />Implement client servicing strategies with respect to insurance products in collaboration with the Insurance Consultant and Associate Insurance Consultant<br />Respond to queries from Consultants and clients on insurance products, services and procedures<br />Keep current on industry products and trends in order to provide superior client service<br />Arrange follow-up service meetings between the Insurance Consultant and clients<br />In partnership with the Insurance Consultant and Associate Insurance Consultant, identify business development opportunities<br />Identify opportunities to modify client policies' allowing them to better achieve their financial objectives<br />Update and maintain client information<br />Keep track of follow up items
Requirements: <p><strong>What You Need:</strong><br />University diploma in a related field<br />Detailed familiarity with the administrative procedures associated with life insurance<br />Detailed knowledge of life insurance products<br />Successful completion of FLMI Level I is required within one year of your start date<br />3 to 5 years' experience in a similar role&nbsp;</p> <p><strong>Bilinguism (English &amp; French) is required</strong><br />&nbsp;<br /><strong>What You Bring:</strong><br />Client focused<br />Strong administrative and organizational skills<br />?Excellent interpersonal and communication skills<br />Demonstrated ability to take initiative and be resourceful<br />Ability to work effectively within a team<br />Strong attention to detail<br />Ability to manage multiple priorities in a fast paced environment<br /><br /><strong>What Success Looks Like:</strong><br />You are passionate about the MD value proposition and actively look to acquire new clients.<br />You are constantly learning and honing your skills.<br />You are technology savvy and endeavour to find new and exciting ways to use technology in the servicing of your client.<br />You feel rewarded and recognized in a way that inspires you to do your best work.&nbsp;<br />&nbsp;</p>