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
Required skills
Data entry, case management, underwriting requirements coordination, carrier communication, WealthServ proficiency, Microsoft Office, bilingual communication (French/English)
Preferred skills
FLMI, ACS, AIAA designations
Technologies
WealthServ, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
Process new business applications ensuring issue and settlement steps are compliant and accurate; 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 and ensure advisor receipt; Settle policies by obtaining necessary signatures; Record progress in WealthServ; Resolve underwriting issues and update carrier feeds.
Seniority
Mid-level (2-5 years experience)