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Job Description & How to Apply Below
As a pivotal member of the MNP team, your role will be integral in managing life insurance applications and supporting both advisors and clients. You will handle the details of the underwriting process, ensuring all applications are processed efficiently and that client inquiries are addressed promptly. Your attention to detail and strong organizational abilities will pave the way for successful client experiences.
Key Responsibilities:
• Manage applications from submission to policy issue and settlement
• Coordinate necessary underwriting documentation and inspections
• Follow up regularly with all parties involved in the process
• Maintain comprehensive records within CRM systems
• Assist with policy service inquiries and updates
Requirements:
• Experience in underwriting or financial services administration
• Excellent organizational and communication skills
• Detail-oriented with problem-solving capabilities
• Proficient in CRM systems and Microsoft Office
• Knowledge of Canadian life insurance products is beneficial
Utilize your expertise to elevate the client experience at MNP.
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