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| Insurance Coordinator (Expired) |
| Servus Credit Union |
| EDMONTON |
| Insurance Coordinator Back to current opportunities Servus Wealth Strategies is a wholly owned subsidiary of Servus Credit Union that oversees the wealth management services for the organization. These services include Investment Advisory, Trust and Estate, Insurance, and Investment planning. Servus Wealth Strategies clients receive the same high level of service that Servus Credit Unions membership have come to expect and enjoy. This position is responsible for providing support to the SWS Insurance Representative(s) by setting appointments, preparing for interviews, handling complaints and concerns, providing information on SWS to members and the general public, formatting proposals, and processing product applications. In addition, this position is responsible for maintaining files, processing bill payments, preparing a variety of activity reports, and other related duties. KEY RESPONSIBILITY AREAS Responsibility: Administration Provides support to SWS Insurance Representatives by setting appointments, preparing for interviews, handling complaints and concerns, tracking and following up on referrals, providing information on SWS to members and the general public, inputting membe.... |
| Found at Servus Credit Union on 2012-01-20 01:19:21 |
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