Location
newmarket, on, Canada
Posted
July 13, 2026
Job Description
Job Overview
We will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors, and our clients with the servicing of in‑force policies and new business processes. Your role on the team is to assist with servicing and maintaining our existing clients while promoting business growth for two successful Estate Planning Specialists.
What will you do?
- Support in‑force servicing and respond to requests including in‑force illustrations, cash surrender values, premium payment confirmations, and all general/policy inquiries from investment advisors and clients.
- Review all documentation and correspondence filing procedures and ensure an organized system is in place.
- Ensure client inquiries and any problems are responded to in a timely manner and that all activity is recorded in a contact management system.
- Identify and put forward ideas to EPS to generate increment...