Policy Service Administrator Role

Drive success in the life insurance industry as a Policy Service Administrator managing critical service requests. Provide exceptional support to advisors and maintain effective communication with carriers.

Ideal candidates will have a minimum of two years' experience in the life insurance sector, particularly in advisor service. You must possess knowledge of life insurance products along with robust organizational skills. Attention to detail is vital to effectively relay carrier requirements and ensure advisor satisfaction.

Key Responsibilities:

• Manage policy service requests from start to end

• Anticipate and address needs of advisors

• Function as a key resource for insurance carriers

• Communicate requirements and decisions efficiently

• Maintain a high standard of attention to detail

Requirements:

• 2+ years' experience in life insurance advisor service

• Strong organizational and time-management abilities

• Familiarity with life insurance products and terminology

• Bilingual in English and French considered an asset

• Proficient in Wealth Serv and Microsoft Office

Utilize your expertise to enhance advisor services and improve customer experiences in the life insurance domain.
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