New Business and Policy Service Administrator
Core
Manage new business applications and in-force policy service transactions from initiation to completion for independent insurance advisors.
Role type
mid-level insurance operations administrator
Builds
processed insurance policies and service transactions for Canadian families and businesses
Domain
life insurance / financial services
Required skills
life insurance product knowledge, underwriting process familiarity, policy administration, data entry accuracy, regulatory compliance knowledge, WealthServ proficiency, Microsoft Office proficiency, bilingualism (English/French)
Preferred skills
industry designations (FLMI, ALMI, ACS, AIAA), bilingualism (English/French)
Responsibilities
Process and manage new business applications and policy service requests ensuring accuracy and compliance; Coordinate underwriting and documentation requirements; Review issued policies and transaction documentation for accuracy; Process policy settlements and changes; Maintain accurate records in WealthServ; Collaborate with carriers and advisors to resolve issues; Verify and update carrier feeds and electronic records.
Seniority
Mid-level, hands-on IC