Margaret Reynolds

Margaret Reynolds Email and Phone Number

Insurance Services Specialist at Nicola Wealth Management @ Nicola Wealth Management
Margaret Reynolds's Location
Burnaby, British Columbia, Canada, Canada
Margaret Reynolds's Contact Details

Margaret Reynolds personal email

n/a

Margaret Reynolds phone numbers

About Margaret Reynolds

Insurance service specialist with over 12 years experience in the insurance industry, 7 years as an independent advisor, 7+ as an insurance services specialist. Organized and adept at handling wide variety of task with a focus on revenue retention for the company. Background as contracts administrator with excellent data management skills including design and creation of custom database.

Margaret Reynolds's Current Company Details
Nicola Wealth Management

Nicola Wealth Management

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Insurance Services Specialist at Nicola Wealth Management
Margaret Reynolds Work Experience Details
  • Nicola Wealth Management
    Insurance Service Specialist
    Nicola Wealth Management Aug 2018 - Present
    Vancouver, Canada Area
    - Provide custom reports using data analytics to enhance our offering to our clientsSupporting in force block of business for 50+ advisors and 6,000+ policies.- Reconcile internal policy database with what is inforce at Insurance carriersAssisting advisors to get their back office access set up at insurance carriersResponsible for prepping forms for all policy changes such as:- Corporate ownership changes and name changes- Inforce Illustrations of all types for Universal Life and Whole Life policies.- All policy changes, address, beneficiary, banking etc.- Answer questions about products, research and provide information as requested.- Stay up to date with new products available through various insurance companies- Carriers include: Canada Life, Manulife, Sun Life, Desjardins, RBC Insurance, Equitable Life, Empire Life, Industrial Alliance. Experienced with carrier software and back office interfaces.
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Margaret Reynolds Skills

Insurance Life Insurance Small Business Investments Health Insurance Disability Insurance Sales Leadership Retirement Critical Illness Estate Planning Public Speaking Retirement Planning Customer Service Employee Benefits Strategy Risk Management Segregated Funds Finance Time Management Long Term Care Insurance Rrsp Financial Planners Travel Insurance Savings Budgets Succession Planning Financial Services Business Planning Tfsa Financial Risk Financial Advisory Selling Strategic Financial Planning Portfolio Management Financial Analysis Wealth Private Health Savings Plans Phsp Tax Shelter Plans Pensions Wealth Accumulation Investment Strategies Tax Effective Strategies Critical Illness Insurance Group Insurance Benefits Extended Health Benefits Active Networker And Connector Term Life Insurance Long Term Care Wealth Management

Frequently Asked Questions about Margaret Reynolds

What company does Margaret Reynolds work for?

Margaret Reynolds works for Nicola Wealth Management

What is Margaret Reynolds's role at the current company?

Margaret Reynolds's current role is Insurance Services Specialist at Nicola Wealth Management.

What is Margaret Reynolds's email address?

Margaret Reynolds's email address is ma****@****fsin.ca

What is Margaret Reynolds's direct phone number?

Margaret Reynolds's direct phone number is +177898*****

What skills is Margaret Reynolds known for?

Margaret Reynolds has skills like Insurance, Life Insurance, Small Business, Investments, Health Insurance, Disability Insurance, Sales, Leadership, Retirement, Critical Illness, Estate Planning, Public Speaking.

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