Client Care Associate

at  Programmed Insurance Brokers Inc

POSITION OVERVIEW

We are looking for a motivated individual with strong technical and organizational skills to join our Wealth Management Team,
in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment, professional training, and
competitive compensation. We promote work/life balance.

ABOUT US

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency,
established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB
offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized
approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence
over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or

corporate need - we can help you find an insurance or financial solution that will work for you.

• Wealth Management & Financial Planning
• Commercial Business Solutions
• Group Benefits & Group Retirement Services
• Life Insurance & Living Benefits
• Home & Auto Insurance

QUALIFICATIONS

• 3-5 years’ work experience preferably in a financial/insurance environment
• Knowledge in investment processes and procedures (Mutual Funds, RRSP, RRIF, TFSA, RESP)
• Proficient in Microsoft Office suite of products, with the ability to adapt to different systems
• Highly organized, detail oriented, proactive, and ability to multitask
• Effective communication skills (written and oral) and comfortable interacting with Sales Advisors throughout

the organization

• Mutual Fund license would be an asset by not required
• Bilingual (French) would be an asset but not required

• Responsible for working with our Insurance Carrier business – RRSP, TFSA, Non-Reg, RRIF, LIF
• Working with GIC Block
• Working with assigned GRS Block
• Processing Statements (Annually and Quarterly)
• Processing Buys/Trades and Redemptions
• Process Death Claims
• Maintain client records
• Department reporting
• Other tasks inline with this position as assigned
• Participate fully as a member of the team, promote team effectiveness and contribute to a positive work
  environment
  07.29.24