Job Description
Job Description
What is the Opportunity?
You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors, and our clients with support for servicing of in-force policies and new business processes. Your role on the team is to assist with servicing & maintaining our existing clients along with promote business growth for a two successful Estate Planning Specialist.
What will you do?
Support Inforce servicing and respond to requests including, Inforce illustrations, cash surrender values, premium payment confirmation, all general/policy inquiries from Investment advisors & clientsReview all documentation and correspondence filing procedures and ensure an organized system is in placeEnsure client inquiries and any problems are responded to in a timely manner and that all activity is recorded in a contact management system.Identify and put forward ideas to EPS to ...