Job Description
Elevate your career at CLIC as a Senior Universal Life Policy Support Representative with a hybrid work model in Regina, SK. Focus on policy support and client-centered service excellence.
In this full-time role within the Individual Insurance sector, you are key to ensuring operational efficiency and client trust. With two years of experience in Individual Insurance, you will engage in continuous learning and contribute to service quality standards. Your expertise will help clients achieve financial security through effective policy management.
Key Responsibilities:
• Manage daily workflow from client communications
• Process renewals for Term riders on Universal Life policies
• Answer inquiries with professionalism and accuracy
• Produce Inforce UL illustrations and escalate when needed
• Monitor over-loan reports for prompt action
Requirements:
• At least 2 years in Individual Insurance
• Completion of a College Diploma required
• Working knowledge o...
In this full-time role within the Individual Insurance sector, you are key to ensuring operational efficiency and client trust. With two years of experience in Individual Insurance, you will engage in continuous learning and contribute to service quality standards. Your expertise will help clients achieve financial security through effective policy management.
Key Responsibilities:
• Manage daily workflow from client communications
• Process renewals for Term riders on Universal Life policies
• Answer inquiries with professionalism and accuracy
• Produce Inforce UL illustrations and escalate when needed
• Monitor over-loan reports for prompt action
Requirements:
• At least 2 years in Individual Insurance
• Completion of a College Diploma required
• Working knowledge o...
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