The service representative contributes to the achievement of insurance and individual annuity sales objectives by following through with the information requests linked to plan administration.
Follow up with distributors and coordinate the action of the departments concerned during specific customer service situations.
Participates in the development of the argument for the renewal conditions and assumes a collaborating role in the performance of technical activities and participates in the resolution of technical problems.
Contributes to the development and improvement of working methods and procedures.
Can contribute to the transfer of knowledge by coaching and coaching less experienced employees of his team.