Full-time jobs in Richmond, British Columbia

Find full-time jobs in Richmond, British Columbia and nearby towns within 25 km. Read the full details and apply.

Newest first

Within 25 km of Richmond

Added 2 months ago
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ZLC FINANCIAL

Insurance Services Assistant

Vancouver, BC, Canada

Salary: $55,000 - $65,000 depending on experience. · Full-time

Within 25 km of Richmond · About 12.5 km from the city centre

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Job details

Pay: Salary: $55,000 - $65,000 depending on experience.
Job type: Full-time
Apply by: Jan 26, 2027
Experience: Minimum 1+ year of customer service and administrative experience preferably in an insurance, banking or finance environment
Posted: Jul 30, 2026

Original job description

Insurance Services Team

Insurance Services Assistant

Job Summary: The primary purpose of this position is to deliver a high level of service and assistance to the Administration Team within the Individual Wealth & Insurance Management Division.

Key Responsibilities:

Process various service requests: agent of record changes, contract assignments or release of assignments, owner and beneficiary changes, banking changes, premium payments, cancellation requests and other various requests
Pro-active policy service for annual renewals or special requests (e.g. annual post-dated cheques, charitable donation receipts and corporate year-end values)
Creating and distributing insurance summaries and anniversary listings
Scanning/emailing client statements to the advisor
Assist the Administration Team with any other requests or administrative tasks including file clean up and scanning

Position Requirements:

Minimum 1+ year of customer service and administrative experience preferably in an insurance, banking or finance environment
Attention to detail and accuracy is required
Providing exceptional assistance while managing and prioritizing work flow
Develop and maintain exceptional working relationships
Excellent time management and problem-solving skills
Excellent written and verbal communication skills
Basic skills in Outlook, Word, and Excel
Working knowledge of Maximizer CRM an asset
Quick learning and adaptability to various software platforms an asset
Enjoys a fast-paced challenging environment
Team player who is also able to work independently
Ability to work well with others throughout the organization

Reporting Structure:

Manager, Insurance Services

What makes us exceptional is that we live our values. ZLC Financial delivers financial success to our clients and enables the same growth goals for the people that make up our firm. Our clients love us, and our staff and advisory team love to work here. Success is accessible to everyone, and we believe that together both our staff and clients prosper.

This is full time, permanent position with a hybrid work model.

Job Type: Full-time

Salary: $55,000 - $65,000 depending on experience.

Benefits:

Dental care
Extended health care
Paid time off
RRSP match

Flexible Language Requirement:

French not required

Schedule:

Monday to Friday

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More about this job

Responsibilities

The role involves processing various insurance service requests such as beneficiary changes, premium payments, and contract assignments. Additionally, the assistant provides proactive policy service for renewals and supports the administration team with file management and reporting.

Requirements

Candidates need at least one year of customer service and administrative experience, preferably within the insurance, banking, or finance sectors. Proficiency in Microsoft Office and strong communication skills are required, while experience with Maximizer CRM is considered an asset.

Skills

Customer Service
Administrative Support
Attention To Detail
Time Management
Problem-Solving
Written Communication
Verbal Communication
Microsoft Outlook
Microsoft Word
Microsoft Excel
Maximizer CRM
Policy Servicing
Workflow Prioritization

Benefits

Dental care
Extended health care
Paid time off
RRSP match

Visa sponsorship

Not detected in the job text

Keywords

Insurance Services
Individual Wealth Management
Agent Of Record
Contract Assignments
Policy Renewals
Insurance Summaries
Maximizer CRM
Financial Services
Administrative Tasks
Client Statements
Banking
Finance

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