Client Insurance Solutions Manager, Life Insurance

Job Description

Make an impact with our Life Insurance team as a Client Insurance Solutions Manager. This diverse team of specialized Life Insurance professionals supports MNP's insurance solutions and design. As a trusted advisor, you'll be developing and customizing insurance solutions for clients, support a dynamic team of Life Insurance Advisors and engaging in direct discussions.

MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.

Responsibilities

• Prepare insurance proposals, modelling and other insurance-related documents for clients
• Prepare, refine and deliver presentations and technical material
• Gaining in-depth experience in life insurance sales, client needs analysis, and policy solutions
• Partner with our Life Insurance Team to provide guidance on insurance planning concepts
• Discussion and creation of concepts, strategies, product application relating to insurance and estate planning
• Provide solutions that help families and businesses retain and transfer wealth
• Identify potential concerns/issues and assist Advisors with solutions
• Respond to client calls and answer queries relating to strategies
• Perform other related duties and special projects, as required

Candidate Qualifications

• Minimum of 3-5 years of professional experience in the life insurance or wealth management industry
• An Accounting or legal designation (e.g. CPA, CA, LL.B, JD, etc.) is required
• TEP and CFP designations are an asset
• Basic knowledge of life insurance terminology and products
• Advanced proficiency in Microsoft Office Programs: Excel, PowerPoint and Outlook
• Excellent organizational and effective time management skills
• Critical thinking skills
• Ability to work independently while being committed to functioning as a team player
• Professional interpersonal and communication skills, both verbal and written
• Ability to multi-task in a fast-paced and challenging environment

Skill Sets Required

• Effective verbal and written communication skills
• Excellent organizational and time management abilities
• Self-motivation with the ability to problem-solve with limited supervision
• Flexibility to work in a fast-paced and dynamic environment with changing priorities
• Ability to work independently and as a team member
• Strong attention to detail

Why Join MNP Insurance Solutions:

• Be part of one of Canada's most respected professional services firms
• Join a growing, nationally integrated team focused on delivering meaningful planning to sophisticated clients
• Competitive salary and comprehensive benefits
• Opportunities for professional growth and advancement

The annual salary range for this position is: $80,000–$130,000.

With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible 'Dress For Your Day' environment, firm sponsored social events and more

We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply