Insurance Services Coordinator
2 days ago
Overview:
The successful candidate will have a strong background in finance and administration, with experience in managing client records and providing exceptional customer service.
Responsibilities:
- Handle administrative tasks related to life insurance and investment products
- Process applications, claims, and policy updates efficiently
- Manage client records, documentation, and compliance requirements
- Liaise with Financial Advisors, clients, and service providers
- Ensure accuracy in data capturing and reporting
Requirements:
- Minimum 3 years of experience in an administrative role within the life insurance and investment industry
- Strong understanding of financial products, policies, and procedures
- Excellent organizational and time-management abilities
- Strong attention to detail and accuracy
- Proficient in Microsoft Office (Excel, Word, Outlook)
- Good communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- A dynamic and supportive work environment
- Ongoing training and development opportunities
- A competitive salary package
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