Financial Services Coordinator

About Us

As a boutique Commercial Insurance Brokerage, KASE Insurance is redefining the way businesses buy insurance services through leading products and service innovation. Thanks to the implementation of latest insurance tech and strong partnerships with top Canadian and International insurance carriers, we are proud to be a Top 10 Commercial Insurance Brokerage in Canada as selected by Business Canada Magazine.

At KASE Insurance, we challenge the status quo. We are dedicated to changing the insurance landscape and are looking for bold, uncompromising trailblazers to join our team. In the process, we can turn the insurance industry on its head, and help you unleash your true potential.

What We Offer You

The advantages of working at KASE extend far beyond working with dedicated, like-minded professionals who strive to learn from one another.

  • An unrivalled Corporate Culture, where diversity is valued and friendly competition is encouraged
  • A company dedicated to Corporate Social Responsibility
  • A competitive Employee Health & Dental Benefits program including Long Term Disability
  • Flexible Working Hours & Ability to Work from Home
  • Unlimited Vacation
  • Career Mentoring Programs led by our Managing Partners
  • Access to ongoing Training & Development by Insurance Leaders
  • RIBO, CAIB and other designation education reimbursement
  • Quarterly Team Outings
  • Competitive Salaries

What You Bring

KASE is looking for a Financial Services Coordinator to join our team. As a Financial Services Coordinator your main duty is to support the day-to-day services of the Financial Services Manager. This individual must have supreme attention to detail, ability to anticipate needs and outstanding organizational skills.

Our Ideal Candidate

  • Excellent written and verbal communication
  • An eye for detail
  • Organized, multi-tasker, proactive self-starter
  • Professional, friendly and respectful in all interactions with clients and colleagues
  • Ability to think quick and learn fast
  • Experience in an Administrative capacity is required
  • Interest in becoming a Life Insurance Agent an asset (LLQP)

 Job Summary

  • Answer general client inquiries, resolve problems and follow up in a timely manner
  • Book appointments, attend meetings and provide any administrative assistance required
  • Prepare sales reports
  • Review applications for accuracy and completeness
  • Manage Database of existing and future clients
  • Actively participate in the implementation of business development strategies
  • Adhere to all applicable industry regulations and privacy laws

    Read what clients have to say about KASE

    By far the most professional and trustworthy insurance brokerage I have known. We have been working with this firm for number of years now and I have nothing but good to say about their team and services. Stan and his team won't stop until we are fully satisfied. They are always on top of things, super fast in their assistance and very professional. I highly recommend this firm to anyone seeking for great insurance brokerage to work with. Big Thank You to Stan and Kase Insurance for many many years of great service!

    Reviewer: Alex K


    5 out of 5 stars

    Stan and is team at KASE Insurance have been fantastic in explaining what insurance we needed for our business. Very hands on approach and detailed. I work highly recommend KASE Insurance for any business owner looking for great service.

    Reviewer: Kyle Grooms


    5 out of 5 stars

    The KASE team is very easy to work with. They answer your questions quickly, walk you through the process patiently, and find you great rates. We've been working with them for a few years and we haven't felt the need to shop elsewhere because of their customer service.

    Reviewer: Sasha Boersma


    5 out of 5 stars