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 Solid 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
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