Life Insurance Policy Service Specialist

Join the forefront of the life insurance industry as a Policy Service Administrator, dedicated to managing and fulfilling policy service requests. Work closely with advisors and insurance carriers for seamless service delivery.

With over two years of experience in advisor service roles required, you will utilize your expertise in life insurance products and industry concepts. Your strong organizational skills and attention to detail will ensure that service requests are handled efficiently and accurately. Communication is key in this role to keep carriers and advisors informed.

Key Responsibilities:

• Oversee policy service requests from initiation to completion

• Anticipate advisors' needs for timely updates

• Act as a resource for insurance carriers

• Clearly communicate carriers' decisions and requirements

• Maintain excellent attention to detail in all interactions

Requirements:

• At least 2 years in life insurance industry roles

• Strong skills in organization and time management

• In-depth knowledge of life insurance terminology

• Bilingual proficiency in English and French desirable

• Familiarity with Wealth Serv and Microsoft Office applications

Leverage your skills in policy management and communication to succeed in this pivotal role.
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