Overview
Insurance Administrative Assistant Jobs in Fonthill, Ontario, Canada at Adamson Wealth Group
Title: Insurance Administrative Assistant
Company: Adamson Wealth Group
Location: Fonthill, Ontario, Canada
Administrative Assistant (Insurance)
Adamson Wealth Group | Fonthill, ON | Full-Time In Office (Monday – Friday 9:00am to 4:30pm)
Ready to grow your career in insurance and step beyond a typical admin role?
At Adamson Wealth Group, you’ll play a key role in delivering an exceptional client experience and supporting the growth of our insurance business.
💼 About Us
We are a well-established, client-focused wealth management firm serving the Niagara region for over 15 years. In addition to investment management, we provide personalized insurance solutions designed to protect our clients and their families at every stage of life.
✨ What You’ll Be Responsible For
Client Experience
- Be the first point of contact—professional, responsive, and client-focused
- Manage calls, emails, and appointment scheduling
- Support clients through the insurance application and service process
- Ensure all client interactions are handled with care and accuracy
Insurance Administration & Operations
- Prepare and process insurance applications (life, living benefits, etc.)
- Follow up on underwriting requirements (medicals, documents, signatures)
- Track applications from submission to policy issue
- Maintain accurate client records and CRM updates
- Process policy changes, beneficiary updates, and service requests
- Ensure compliance with carrier and regulatory requirements
Business & Team Support
- Support advisors in preparing insurance reviews and client meetings
- Assist with insurance illustrations, proposals, and documentation
- Help coordinate client communications and policy reviews
- Contribute ideas to improve workflows and client experience
🧠 What You Bring
- 2–3 years in insurance, financial services, or a similar professional environment
- Strong organization and attention to detail
- Excellent communication skills (written & verbal)
- Ability to manage multiple priorities and follow up consistently
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Experience with insurance carriers or back-office systems is an asset
- A proactive mindset and willingness to take initiative
🌟 What Sets You Apart
- You enjoy working with clients and guiding them through processes
- You are detail-oriented and take pride in accuracy
- You are organized, dependable, and solutions-focused
- You thrive in a team environment and contribute to a positive office culture
🎯 What You’ll Get
- Competitive compensation + bonus potential
- Free on-site parking
- A supportive, collaborative team environment
- Opportunity for growth, licensing, and long-term career development
📈 Not Just a Job—A Career Path
This role is a great opportunity to grow within the insurance side of our business. We support ongoing learning and licensing (LLQP) for those looking to advance their career.
📩 Apply Today
If this sounds like the perfect fit for you, we’d love to hear from you! Send your resume and a brief introduction to [email protected].
We thank all those who apply, however, only those selected for an interview will be contacted.
