Servicing existing clients in nine different cities through biweekly visits and ensuring their needs are met.Continually introducing our clients to new products we offer as well as offering our whole product line to prospective customers.

Controlled the daily workflow of individual insurance quotations for the Special Quote line of insurance products.Trained and assigned the daily work to three University Actuarial Co-Op Students who rotated every four months.Assisted the consultants who dealt directly with our agents in determining which products best fit the clients’ insurance needs.

Coded policy rates and premiums of non-automated individual insurance policies onto the in-force system and prepared these for mailing.

Processed complex calculations for agents on their clients’ in-force individual policies.

Processed group pension plan member termination and retirement benefits and prepared client anniversary statements.