Company Description Al G. Brown & Associates is an independent life insurance and financial-planning brokerage firm based in Toronto, serving clients for over 70 years. The firm provides consulting services in financial, estate, and retirement planning, life insurance, employee benefits, and charitable giving strategies. Affiliated with major Canadian insurers and key U.S. companies, the firm offers broad market access and tailored solutions. Its trademarked Estate Preservation Process (EPP) focuses on individualized, dynamic strategies to help clients meet financial goals, protect estates, and create lasting legacies. Most new business comes through referrals from satisfied clients and professional advisors, reflecting the firm’s long-standing reputation and trusted relationships.
Role Description The Life Insurance Admin role is a full-time, on-site position located in Toronto, ON. The role involves supporting life insurance advisors with administrative tasks such as preparing and processing applications, managing policy documentation, and maintaining accurate client records. The Life Insurance Admin will handle incoming client inquiries, coordinate follow-ups with insurance providers, and track policy changes, renewals, and claims. Daily responsibilities include data entry, organizing files, generating reports, and ensuring compliance with regulatory and company standards. The role also requires collaboration with team members to streamline workflow, support client meetings, and contribute to a high level of service for clients and advisors.
Qualifications
- Candidates should possess skills in Insurance and Finance to support policy administration and understanding of life insurance and related products.
- Candidates should possess skills in Insurance Sales and Sales to assist advisors with proposals, illustrations, and policy placement activities.
- Candidates should possess strong Customer Service skills to respond to client inquiries, provide clear information, and maintain positive relationships.
- Candidates should demonstrate strong attention to detail, organizational skills, and proficiency with office and database software.
- Relevant experience in life insurance or financial services administration is preferred; industry certifications or coursework are an asset.
- Effective written and verbal communication skills, ability to work on-site in Toronto, ON, and collaborate in a small team environment are required.
