Mina Kim Email & Phone Number

Toronto, Ontario, Canada

Vancouver, British Columbia, Canada

Toronto, Canada

-Working extensively with Canadian Insurance companies and f inancial advisors processing segregated fund trades using FundServ.-Through review of segregated fund applications to ensure accuracy and flawless processing.- Data entry to WealthServ/FundServ, Regular transfer follow ups with relinquishing institution(s). -Communicate concisely with financial advisors and insurance carrier(s) for the best sales support and to maintain SLAs (Service Level Agreement).-Processing all types of in-force policy requests i.e.) contribution/surrender, switch, beneficiary change, external/internal transfer request(s).

Saskatchewan, Canada

Liaison between advisor and insurance carrier.Communicates effectively with colleagues, insurance carriers and advisors.Customer focused, providing excellent customer service at all times.Work extensively with back office systems, WealthServ, Fundserv and insurance carrier websites.Meet/exceed SLAs (Service Level Agreements).Manage workload and organization accordingly utilizing tools such as, outlook calendar and folders.