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Job Location | Winnipeg region |
Education | Not Mentioned |
Salary | Not Mentioned |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent |
Job DescriptionResponsibilities• Front Desk/ Office Support (60%)o Provides front-line assistance by being the first point of contact for Clients.o Assure compliance with office / admin related documents, processamp; procedureso Manage the switchboard - Answer telephone and electronic enquiries and relay telephone calls and messageso Maintain general office supply inventory and coordinate maintenance of office equipment o Sort and distribute incoming and outgoing mail.• Life Administrator Duties (30%)o Processing life, disabilityamp; group applications. Follow up with underwriting. Letters to clients; policy change administration; beneficiaryamp; banking changes; processing of individual life claims.o Liaison between clientsamp; insurance companies regarding policies; outstanding requirements, bank changes.o Handling telephone inquiries from clients regarding lifeamp; group insurance policies. o Maintain records, correspondence, develop and upkeep of life insurance files o Individual lettersamp; mass mailings to clients.o Maintaining client data base, calendar, backups.o Schedule Appointments for Life Clientso Smart Office database management o Management of Death Claims – report, track, correspondenceamp; contact with executor (shared duties)o Dealing with quotes for new Group Plans and queries from existing clientso Document Filing and Management• Other miscellaneous duties and special projects as assigned (10%)