- Manage assigned policy service requests from initiation through completion
- Anticipate advisors' needs and provide timely updates
- Act as a key resource for insurance carriers
- Communicate carriers' decisions and requirements effectively

Requirements

- 2+ years of experience in the life insurance industry, preferably in advisor service roles
- Knowledge of life insurance products, industry concepts and terminology
- Robust organizational and time-management skills
- Excellent attention to detail
- Bilingual in English and French is considered an asset
- Proficiency with WealthServ and Microsoft Office applications

Core Competencies

Demonstrates expertise in managing policy service requests within the life insurance industry, with a strong focus on organizational skills and attention to detail.



Proficient in communicating effectively with insurance carriers and anticipating advisor needs.

Highest-signal resume keywords

- Life Insurance Industry Experience
- Policy Service Management
- WealthServ Proficiency
- Bilingual in English and French
- Organizational Skills

ATS Optimization Keywords

Hard Skills

- Life Insurance Products Knowledge
- Industry Concepts and Terminology
- Time-Management Skills
- Attention to Detail

Soft Skills

- Effective Communication
- Anticipation of Needs

Industry Keywords

- Advisor Service Roles
- Insurance Carriers

Tools & Technologies

- Microsoft Office Applications

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📌 Policy Service Administrator (Winnipeg)
🏢 Jobtailor
📍 Winnipeg