Client Service Representative
Primary point of contact for servicing our life business. Responsible for providing service for the entire policy life cycle. Responsible for continuous blocks of telephone coverage servicing clients and advisors. Processes routine and complex transactions pertaining to individual and joint life contracts on multiple administrative systems. Responsible for resolving any inquiry presented by responding in a courteous, efficient and accurate manner. Charged with providing a first-class customer experience, which meets regulatory guidelines and supports the company's wealth management strategy.