Advisor support


Advisor support



Join our Team!

We are…

Specialty Life Insurance is a nationwide provider of personal life insurance coverage.

Specialty Life is an innovator in the world of personal insurance. Our guiding philosophy is to provide real and meaningful financial protection to Canadian Families through our suite of simplified products.

Specialty Life prides itself to be committed to our distribution partners and advisors’ accomplishments by providing most advanced and innovative tools, concepts and strategies. Our support team designed to focus on our partners’ education and overall success.

Our employees enjoy cooperative and team environment. They are always encouraged to share their ideas and all collectively contribute to our triumph.

We never stop innovating and coming with new ideas and financial solutions. Whether you are a financial organization, advisor or customer, we encourage you to stay tuned, because the future is here.

Check out our vacancies. Apply now and come work with us!

Current Vacancies

Job description

Looking for an exciting and rewarding career? We are looking for an ambitious, highly-motivated and goal-oriented individual to join our team in Toronto (preferably) or Montreal. You will be challenged to make a difference and use the best technologies and methodologies in the industry. We offer a supportive, collaborative and dynamic work environment.

Specialty Life Insurance has an opportunity for a Bilingual Inside Sales Associate. As an Inside Sales Associate, you will be responsible for providing sales and marketing support for life and critical illness insurance solutions to our distribution partners. In this role, you will closely cooperate with other departments to achieve excellence in current and future projects.

Your responsibilities will include: 

  • Handling incoming advisors’ inquiries (case consultations, illustration support, product queries and training, etc.
  • Initiating and/or following up on sales communications on a timely basis, identifying new sales opportunities and answering questions about Specialty Life Insurance and other market solutions
  • Generating, analyzing and explaining reports to achieve overall higher efficiency ratio between sales and activities
  • Providing sales strategies, concepts and marketing ideas to financial advisors, distribution partners and internal support staff
  • Updating daily activities and maintaining accurate records within CRM system on a timely basis.
  • Collaborating and cooperating with other departments to share business ideas and achieve excellence in current and future projects

What we are looking for… 

  • At least 1 year of experience in at least one of the following: sales, customer service, financial industry or insurance
  • Bilingualism (English and French)
  • Previous experience or familiarity with the concept of non-medical insurance market
  • College or University degree in related field or equivalent work experience
  • Familiarity with Microsoft Office, including intermediate level of experience using Excel and Power Point
  • Customer and results focused
  • Excellent analytical, problem solving and decision making skills
  • Ability to multi-task and pay attention to details
  • Flexible and able to easily prioritize to meet business objectives
  • Strong interpersonal and relationship-building skills
  • Well-organized, self-starter with high energy and creativity
  • Innovative marketing and problem-solving skills
  • Excels in a collaborative and challenging environment with a strong desire to win
  • Excellent oral and written communication skills

The Case Manager is the liaison between Specialty Life Insurance and contracted brokers. They manage incoming inquiries, maintain regular communication with affiliated brokers and ensure exceptional customer service to all brokers and customers.

Duties and Responsibilities:

  • Manage all new business from pending status to in force (includes but is not limited notifying brokers of outstanding requirements, and conducting follow-ups with the brokers and departments within company)
  • Ensure MIB requirements are requested and received from underwriting team.
  • Review the new business requirement reports on a daily basis, and respond accordingly
  • Accountable for maintaining an electronic database of applications, documents, letters and similar that are sent and received from brokers and MGAs
  • Issue and sent mail for policyowners in timely fashion
  • Assist brokers and MGAs with enquiries and requests as necessary

Other Responsibilities:

  • Attend in-house information sessions
  • Resolve technical issues through direct communication with insurance companies and advisors
  • Participate in special projects/assignments as requested

Required Skills, Abilities and Other Attributes:

  • Bilingual fluency in both English & French
  • Excellent verbal and written communication skills
  • Effectively able to work independently and in a team environment
  • Proficient knowledge of Windows and Microsoft Suites (Word, PowerPoint, Excel, Outlook), Adobe Pro
  • Strong attention to detail and accuracy
  • Proficient with VirtGate
  • Ability to think analytical and problem-solve
  • Self-driven and customer-service oriented
  • Strong time management and multi-tasking abilities
  • Effective organizational skills

This job description is a summary of the typical functions of the job, and not an exhaustive list. Responsibilities, tasks and duties of the jobholder might differ from those outlined in the job description, and that other duties, as assigned, may be part of the job.

Job Type: Full-time

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