Policy Service Administrator

Jobtailor; Winnipeg; On-site; CAD 52,000 - 68,000; Full time

Job summary

Jobtailor is seeking an experienced policy service professional to manage life insurance policy requests from start to finish. The role emphasizes timely updates, coordinating with advisors, and acting as a reliable liaison with carriers.

Strong knowledge of industry concepts and attention to detail are essential. Ideal candidates will bring 2+ years of life insurance experience, organizational strength, and a working proficiency in WealthServ and Microsoft Office.

Qualifications

• 2+ years of experience in the life insurance industry, preferably in advisor service roles.
• Knowledge of life insurance products, industry concepts and terminology.
• Strong 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.

Responsibilities

• 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.

Skills

Life insurance industry experience

Policy service management

Time-management

Attention to detail

Bilingual in English/French (asset)

Tools

WealthServ

Microsoft Office

Job description

• 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
• Strong 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