Job Description
We are Looking for someone who is great at customer service and can provide the best service and support to consolidate a satisfied and loyal customer relationship. The person should be reliable, get things done on time and be organized.Candidate Duties/ Responsibilities:Client/Prospect portfolio preparation and analysisAssisting clients with Vitality and Vitality DriveProactively manage client queriesPrepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,Scheduling client meetingsKeep up to date with latest product and benefitsManage compliance systemGeneral office duties but not limited to filing, scanning, printing, etc.Accurate and thoroughLogical thinkingProblem solvingAttention to detailHighly organized
Responsibilities + Skills
Education
Administrative skillsData capturingTelephone customer serviceAccuracyComputer Literacy (Microsoft office - outlook, work, excel, internet)
Experience
