Insurance Associate & Administrator

The Organization:

Created by dentists, CDSPI is a not-for-profit organization established in 1959 with the sole purpose of arranging programs for the benefit of dentists who are members of CDSPI’s member dental associations. CDSPI helps dentists and dental students achieve and maintain financial well-being by empowering them to protect and grow their wealth with customized financial advice, insurance, and investments.

Reporting Structure:

Reports to the Senior Manager, National Insurance Advice Delivery

About the Job:

The Insurance Sales Associate & Administrator provides administrative and client service assistance to the Insurance Advisors. The role will strongly emphasize administrative ability, client relationship development and the ability to prioritize efficiently and effectively. A proactive, dynamic individual with strong attention to detail who thrives under pressure under a rapidly changing environment will excel in this role.

This position represents a current, existing vacancy within the organization.

Compensation:

The expected salary range for this role is $55,000-65,000 per year, based on experience, skills, and internal equity.

In addition to base salary, this role is eligible for comprehensive benefits including participation in our Group RSP.

Key Responsibilities:

  1. Provide a consistently high level of customer service to new and existing clients in order to ensure client retention and business growth.
  2. Answer the main telephone extensions and respond to client enquires and concerns.
  3. Check the general email and fax inboxes and follow up with clients and advisors.
  4. Work with insurance advisors to gather data from clients and prospects.
  5. Prepare Certificates of Insurance, Pre-complete applications, prepare notes for clients, Print statements for clients as needed.
  6. Prepare quotes as requested by advisors and email to clients on behalf of the advisors.
  7. Prepare forms, new account packages and marketing materials for clients and advisors as needed.
  8. Update client profiles on Wintegrate, the firm’s internal database.
  9. Other duties as assigned by the Manager of Insurance Advisory Services or the VP Advisory Services.

Qualifications, Skills & Experience:

  • Excellent verbal and written communication skills.
  • Detail oriented with the ability to manage several tasks concurrently.
  • Excellent interpersonal and telephone skills are a requirement to be able to work effectively within a high paced environment.
  • Experience within the insurance services industry in a similar capacity is an asset.
  • Excellent knowledge of Microsoft Outlook, Word and Excel.

Work Environment:

Hybrid model: Work from home and the office.

Attend CDSPI's Toronto Office as needed in accordance with company policy.

Recruitment Process Update:

Candidates who participate in an interview will be updated on the status of their candidacy within 45 days of their last interview.

How to Apply:

Applications should be sent to careers@cdspi.com before end of day on February 13, 2026.

CDSPI does not use artificial intelligence or automated decision-making tools to screen or select candidates for this role.

CDSPI is committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.