• Attend to calls and emails, responding in a professional and courteous manner and directing all inquiries to the appropriate party
• Coordinate calls, appointments, conferences, event planning, and travel schedules
• Maintain and consistently update system of insurance and investment documents, and control confidential materials and information
• Assist with the development, proofreading and updating of policy wordings, promotional guides, medical and definition guides, and other supporting materials for insurance and investment products
• Organize all policy editorial and coverage changes; document the purpose of these changes and ensure their implementation upon reprint
• Assist with preparing financial reports, insurance and investment profiles, and presentations
• Maintain communication with various internal and external parties (e.g. clients, financial advisors, insurance and investment companies, etc.), and respond to inquiries in a timely and professional manner
• Ensure general office upkeep, including but not limited to ordering office supplies and completing day-to-day administrative tasks (scanning, filing, and archiving, etc.)
