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Policy Service Administrator
iA Financial Group (Industrial Alliance)Policy Service Administrator providing exceptional service in managing life insurance policies for advisors. Engaging in various responsibilities such as policy changes and compliance with regulatory requirements.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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 ExperiencePolicy Service ManagementWealthServ ProficiencyBilingual in English and FrenchOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance Products KnowledgeIndustry Concepts and TerminologyTime-Management SkillsAttention to Detail
Soft Skills
Effective CommunicationAnticipation of Needs
Tools & Technologies
Microsoft Office Applications
Industry Keywords
Advisor Service RolesInsurance Carriers
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Benefits
Comp & perks- Flexibility of a hybrid work environment
- Opportunities for learning and skills development
- Commitment to ESG (Environmental, Social and Governance)