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.
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