New Business Administrator
Core
Process life insurance applications from submission to commission settlement, ensuring compliance and accuracy for independent advisors.
Role type
New Business Administrator
Builds
Policy contracts and commission settlements for Canadian families and businesses
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
data entry, case management, underwriting documentation handling, carrier communication, policy review, settlement processing, system data entry
Preferred skills
industry designations (FLMI, ACS, AIAA), bilingualism (English/French), WealthServ knowledge
Technologies
WealthServ, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
Process new business applications ensuring issue and settlement steps are compliant and accurate; assume ownership of assigned files and resolve issues preventing file movement; order underwriting requirements and confirm medical/financial documentation; prepare mailing requirements for carriers and advisors; maintain contact between carriers and advisors regarding application status; review issued policies for accuracy; settle policies by obtaining necessary signatures; record progress in WealthServ; resolve underwriting case issues; verify and update carrier feeds.
Seniority
Mid-level, hands-on IC
