Admin Associate
Compass Insurance Brokers
Total des années d'expérience :8 years, 11 Mois
• Responsible in managing the insurance policies, dealing with the paperwork and the details of insurance contracts.
• Coordinate with the team to ensure bills and payments are being processed in a timely manner.
• Entering all the client and company information into the system.
• Communicating with the clients about different insurance products.
• Responsible in managing all the records of the clients
• Preparing documents for client reviews and actively participate in all associated follow up.
• Complete client transactions such as forms, fund transfers etc
• Interact with prospects in terms of the products such as retirement income plans, insurance, education plans
• Setup and maintain client information in client information database
• Assist with phone operations and mail preparation