- – Conduct interviews to gather medical and lifestyle history from insurance applicants.
- – Schedule tele-interview appointments based on availability of applicants and interviewers.
- – Maintain confidentiality while following up on missing information from applicants.
- Manage accounting, compliance, and administrative tasks for captive insurance companies and clients.
- Support U.S based clients and work with a growing team in the Halifax office.
- Ensure regulatory compliance and provide financial reporting for portfolio of clients.
- – Support program coordination across multiple workstreams and stakeholders.
- – Maintain and track RAID logs, ensuring effective risk and issue management.
- – Coordinate meetings and follow-ups, facilitating communication with vendors and teams.