About This Opportunity: Insurance Administrative Assistant (Pelham)
Adamson Wealth Group is currently seeking a Insurance Administrative Assistant (Pelham) to join their team in Pelham.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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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
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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
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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
Position DetailsKey Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Adamson Wealth Group?Adamson Wealth Group offers a supportive work environment in Pelham, where employees can grow and develop their skills. This Insurance Administrative Assistant (Pelham) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
Don't miss this opportunity for Insurance Administrative Assistant (Pelham) at Adamson Wealth Group in Pelham.
Click the Apply button above to submit your application and take the next step in your career.
