Job Description
Altis is thrilled to partner with a premier wealth management company in search of a dedicated In Force Associate. As a Client Services Associate, you will leverage your keen eye for detail and passion for exceptional administrative support to assist internal stakeholders, clients, and insurance carriers.
Your role is crucial in managing tasks efficiently in a dynamic, fast-paced, and deadline-driven environment while maintaining a professional demeanor.
Perks : Competitive compensation package, hybrid work model, RRSP matching, up to 5 weeks vacation (combining vacation and personal time), professional development programs, including internal mobility across teams and geographies, an award winning, inclusive, and opportunities for growth and advancement within a thriving company! Core Responsibilities :
- Process in-force policy changes and conduct regular and ongoing maintenance.
- Facilitate revenue and commission adjustments for the Advisory Team.
- Generate fiscal year-end summaries for corporate insurance policies.
- Address notices from insurance carriers and relay pertinent information to the Advisory Team.
- Manage policy documents, including scanning, saving, and mailing of policy contracts.
- Engage in cross-functional team meetings and collaborate on projects to enhance procedural efficiency across teams.
- Provide comprehensive, personalized client service to both internal and external clients.
- Respond to queries promptly with effective solutions.
- Coordinate operational tasks in line with MGA (Managing General Agent) responsibilities.
- Adapt to evolving responsibilities as organizational needs change.
Required Skills & Qualifications :
Minimum of 1 year of client-facing experience in the financial services industry.
Preferred Attributes :
- Strong organizational and multitasking skills.
- Excellent communication and interpersonal skills.
- Ability to work under pressure and meet tight deadlines.
- Proficiency in administrative tasks and a commitment to high-quality outcomes.
Client Services Associate, Insurance
As a Client Services Associate, you will leverage your keen eye for detail and passion for exceptional administrative support to assist internal stakeholders, clients, and insurance carriers. Provide comprehensive, personalized client service to both internal and external clients. Minimum of 1 year ...
Account Executive, Private Client Services
Personal Lines insurance with a willingness to learn private client services. Account Executive, Private Client Services. You will be responsible for developing and maintaining strong relationships with high-net-worth individuals and key clients understanding their unique needs and delivering custom...
Investment Operations Associate – Client Services
Orbis Funds, participating in client onboarding processes including Know-Your-Client / Anti-Money Laundering, and updating the client database and activity records). We are seeking a highly motivated person to join the Client Services area of our Operations team, based in Greater Vancouver. Building...
Investment Operations Associate - Client Services
They are currently seeking a driven and enthusiastic Investment Operations Associate to bolster their esteemed Client Services team located in Vancouver. Participate in client onboarding processes, ensuring compliance with Know-Your-Client/Anti-Money Laundering regulations. Our client is a distingui...
Client Services Associate
Reporting to the Portfolio Manager, the Associate, Client Services role is primarily responsible for ensuring clients are extremely satisfied with the services being provided and that systems and processes are developed and maintained to support the growing business. They are see...
Sales Customer Service Representative
Sales Customer Service Representative. Our Sales Customer Service team:. Engages with customers both in-person and over the phone, providing exceptional service and support. Understands customer needs and recommends tailored products or services that meet their requirements. ...
Sales Associates
In the pursuit of expanding our team with dedicated professionals, we are currently seeking Sales Associates to join our esteemed organization The Acquisition Group for our client. As a Sales Associates , your principal role will entail engaging with. Realize defined sales objectives through effecti...
Sales Representative
We are seeking a Sales Representative to join our team! You will resolve customer questions and offer solutions to drive company revenue. Reach agreed upon sales targets by the deadline. Create sales material to present to customers. Previous experience in sales, customer se...
Administrative Assistant
Lynden International Logistics ULC i s seeking a motivated Administrator Assistant to join our team in Delta, BC. This position will provide support to the customer service team and various departments, and perform other administrative functions in an office environment. Providing support to all de...
Customer Service Representative WFH
Customer Service Representative Responsibilities:. Managing a team of junior customer service representatives. Customer Service Representative Requirements:. Providing feedback on the efficiency of the customer service process. ...