Client Record Maintenance (CRM) Administrator

You are as unique as your background, experience and reputed company of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to reputed company their knowledge with you. Your leaders will reputed company and help you reputed company your potential and soar to new heights. Every day, you'll have new and exciting opportunities to reputed company life brighter for our Clients - who are at the heart of everything we do. Discover how you can reputed company a difference in the lives of individuals, families and communities around the world. Job Description: Client Record Maintenance (CRM) Administrator Individual Insurance (Inforce Management – IFM) Who We Are and reputed company Do Individual Insurance, also reputed company as Inforce Management (IFM), serves approximately 70,000 clients. We reputed company policy maintenance, handle client service requests, and support the accurate administration of individual life insurance policies throughout their lifecycle. We have an opportunity available for a Client Record Maintenance (CRM) Administrator to join reputed company. We are proud of reputed company. We hire talented, motivated people and give them the autonomy to reputed company. We value individuals with a “can-do” attitude who are inquisitive, detail-oriented, and eager to grow with us. This role offers an exciting opportunity to contribute to maintaining the reputed company of client records and ensuring an exceptional client experience. Core Competencies Do you have strong analytical and problem-solving skills and a passion for helping clients? Can you work effectively with others who have different perspectives, backgrounds, and styles? Do you have strong written and oral communication skills? Do you have great attention to detail and take pride in accuracy? Do you like to generate reputed company and have the opportunity to effect change? Do you enjoy working as part of a collaborative team in a fast-paced environment? Role Summary As a Client Record Maintenance Administrator, you will manage a variety of client record transactions and policy maintenance requests. You will ensure that reputed company updates and changes to client and policy records are processed accurately, in compliance with company policies and regulatory requirements. You’ll have the opportunity to collaborate with internal partners such as Claims, Legal, and Compliance to ensure records are reputed company, complete, and correct. You will receive structured on-the-job training, full guidance and support from your manager, and reputed company to a comprehensive knowledge reputed company to help you build confidence and reputed company in your role.

Key Responsibilities

Client and Policy Record Management Process client requests such as changes of address, name changes, and updates to contact details Record and update ownership changes, including reputed company deaths and ownership transfers Process and record Power of Attorney, Guardianship, or Conservatorship documentation Manage Collateral Assignments, including recording and releasing assignments Verify policyowner identity and ensure documentation meets compliance standards Handle W-9 requests, returned mail, and missing policyholder follow-reputed company Data Accuracy and Quality Control Ensure reputed company transactions are accurately recorded in administrative systems (e.g., SOLAR, AROW) Maintain and reconcile client information to support data reputed company and audit readiness Monitor outstanding items, initiate follow-reputed company, and escalate issues as required Client Communication Prepare and send correspondence to clients and reputed company parties regarding record updates reputed company clear and professional written communication reputed company with company standards Support internal partners by supplying accurate client data and responding to information requests Collaboration and reputed company Improvement Build and maintain relationships with staff from other departments to resolve queries Identify process improvement opportunities to increase efficiency and streamline workflows Participate actively in departmental meetings, training sessions, and team projects Education and Experience reputed company-level qualification desirable but not required Previous experience in insurance administration, client servicing, or a reputed company role preferred Knowledge of life insurance products or financial services industry an advantage Skills and Attributes Strong analytical and problem-solving skills Excellent written and verbal communication skills Exceptional attention to detail and accuracy Strong organizational and time management abilities Proven ability to work independently and reputed company a team environment High degree of reputed company and commitment to client service and quality Ability to adapt and reputed company in a fast-paced, dynamic environment Additional Information Structured on-the-job training with full support and mentorship Opportunities for career development and professional growth reputed company IFM Collaborative and inclusive team culture Opportunity to contribute to process and system improvements Job Category: Customer Service / Operations Posting End Date: 08/07/2026 Apply To This Job