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OPEN POSITIONS
Policy Service/New Business Coordinator
Industry: Life Insurance (Managing General Agency )
Location: Montreal
Position Type: Permanent, full time
Requirements: 3+ years of experience in Life insurance Industry
Languages: Fluent in French & English
Responsibilities:
• Follow communication procedures, guidelines and policies
• Communicate to advisors and Insurance companies in a precise and efficient manner ensuring all information is provided.
• All calls/emails are to be answered in a complete, professional, and timely manner .
• Verify and process policy service correspondence.
• Process changes on policies such as reinstatement, change of owner/beneficiary etc.
• Manage solutions for complex situations.
• Maintain a rigorous follow up system.
• Establish and maintain effective working relationships with coworkers, supervisors and advisors.
• Represent the company by demonstrating the highest standards of professionalism.
TO APPLY: Please send your resume to Copoloff@copoloff.com
