Company:
Alitis Insurance Services
Details:
This position involves being the primary support person for three producing Advisers, main duties include:
Participating in the Marketing, Sales, and Administration of all Life Insurance business;
Preparing quotes and point of sale presentations;
Assisting with writing and processing all applications;
Arranging and following up on all underwriting;
Administering the on-going service and funding of policies;
Participating in client and community promotional events.
Qualifications & Experience:
1+ years’ of Life Insurance Industry experience with processing and servicing existing and new business;
Life Insurance License an asset;
Solid understanding of life insurance terminology and products as viewed on insurance carrier websites;
Intermediate Microsoft Office skills (Word, Excel, Outlook);
Experience with the PPI toolkit, Salesforce, and WealthServ would also be a benefit.
PERSONAL REQUIREMENTS
Self-motivated with demonstrated ability to meet deadlines and work effectively under pressure;
Excellent written and verbal communication skills;
Positive and professional attitude;
Detail-oriented with a desire to maintain a well-organized environment;
Responsible and trustworthy, with excellent references.