LIFE INSURANCE MARKETING ASSISTANT

Hanser Financial | Toronto, ON | Hybrid (2 Days Remote / 3 Days In-Office)

MillerNet HR & Business Solutions is proud to partner with Hanser Financial on this search. For 16 years, MillerNet has worked with clients across all industries throughout North America to find the right talent for the right teams. Strong HR and Leadership = the best support.

About Hanser Financial For over 25 years, Hanser Financial has delivered creative, custom-designed insurance and estate planning solutions to high and ultra-high net worth individuals, entrepreneurs, and business owners. Founded by Jon Hanser — a Top of the Table honouree recognized among the top 0.1% of advisors worldwide — our firm is built on a simple philosophy: put clients first, give expert advice, and work hard for the people who trust us.

We don't do off-the-shelf. Our team uses traditional insurance and investment products in untraditional ways, working alongside a trusted network of lawyers, accountants, actuaries, and underwriting consultants to solve complex problems for our clients. It's this depth and rigour that has made us a go-to referral partner for leading accounting and legal firms across the GTA.

If you're looking to build a career in insurance administration with a firm where your input actually matters — where you'll work closely with a small, tight-knit, high-performing team rather than getting lost in a big-company shuffle — we'd love to meet you.

The Role As our Life Insurance Marketing Assistant, you'll be the administrative backbone of our advisory team, specializing in individual life insurance and living benefits. Your primary focus will be in-force policy servicing — keeping our existing book of business running smoothly, accurately, and on time — with cross-training on new business processing so you can step in as backup when needed.

This is a role for someone who takes ownership. We want you to see a better way to do something and speak up about it. If a process is clunky, a deadline is at risk, or a client experience could be smoother — we want to hear your ideas, not just your task completion.

Key Responsibilities

• Greet and welcome clients and guests to our office, setting the tone for the exceptional service Hanser Financial is known for • Respond to client inquiries by phone, email, and in-person with professionalism and care • Process and manage all in-force policy service requests, including changes to owner, beneficiary, banking, address, investment fund, coverage reduction, policy conversion, and policy splits • Prepare polished, client-ready summaries of insurance using our CRM system (experience with ACT is an asset) • Maintain the CRM (ACT) with accurate, timely data entry, document uploads, updated policy and contact information, and detailed activity notes • Manage office workflow, balancing Advisor priorities against incoming requests to make sure nothing slips past deadline • Prepare quarterly and year-end policy/account value reporting for our high-net-worth clients • Collaborate closely with insurance carriers, our MGA, and internal team members to deliver prompt, accurate, white-glove service every time

What You Bring

• Minimum 3 years of direct experience in life insurance administration or policy servicing (required) • Post-secondary education in business administration, finance, or a related field (required) • Working knowledge of life insurance products (an asset) • Excellent written and verbal communication with a genuine client-service mindset • Sharp attention to detail — you catch the small things before they become big things • Strong organizational skills and comfort juggling multiple priorities and deadlines • Ability to work well under pressure and balance competing priorities • A true team player with excellent interpersonal skills • Willingness to take on additional tasks and adapt as office needs change • Highly discreet, trustworthy, and committed to maintaining client privacy and confidentiality at all times — you'll be supporting high-profile clients and handling sensitive information • Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) • A proactive, ownership-driven mindset — you bring solutions, not just observations Certifications & Licensing

• A Life Licence (LLQP) is preferred but not required. Candidates who don't currently hold one must be willing to obtain it — Hanser Financial supports and reimburses approved licensing courses and exam fees upon successful completion • CFP, CLU, or CHS designation (or working toward one) — a strong asset Why You'll Love Working Here

We believe people do their best work in a supportive, engaging environment. You'll join a close-knit team that values collaboration, respects one another, and enjoys connecting through team lunches, celebrations, and social events. This is a firm where your ownership of the work is genuinely valued — and where the people around you make it a great place to build a career. • A hybrid work environment, enabling you to balance your personal and professional life • Competitive salary, based on the knowledge, skills, abilities, and experience you bring • Comprehensive benefits plan • Paid vacation • Summer office hours • Eligibility for a discretionary year-end bonus based on individual and company performance • Real opportunity for growth as an administrative professional in the insurance industry • Work directly with experienced advisors and a firm respected enough to be a trusted referral partner for top accounting and legal firms

Work Arrangement

This role follows a hybrid schedule: 3 days in-office, 2 days remote. For your first three months, you'll be in the office full-time — this is where you'll absorb the details of our unique business style, build real working relationships with the team, and get properly set up to succeed before easing into the hybrid rhythm. Why Hanser Financial

• Join a boutique, established firm (25+ years) with deep roots in Toronto's high-net-worth insurance and estate planning space • Real opportunity for growth as an administrative professional in the insurance industry • Work directly with experienced advisors and a firm respected enough to be a trusted referral partner for top accounting and legal firms • A culture where your ideas are welcome and your ownership of the work is valued, not just expected

Apply to careers@millernet.ca with your resume and cover letter. We look forward to learning more about you.

MillerNet HR & Business Solutions and Hanser Financial are equal opportunity employers. We thank all applicants for their interest; only those selected for an interview will be contacted.

Keywords: Life Insurance Administrative Assistant, Insurance Marketing Assistant, In-Force Policy Servicing, Policy Administration, Life Insurance Administration, CRM Management, ACT Database, MGA, Client Service Representative, Insurance Contracting, Living Benefits, LLQP, Financial Services Administration, Toronto Insurance Jobs, Hybrid Administrative Role