PPI New Business Process Administrator

Join PPI as a New Business Process Administrator, enhancing service for insurance advisors. Work in a hybrid environment to ensure efficient processing of life insurance applications.

In this crucial role at PPI, you will act as a liaison for independent advisors, processing new business applications and ensuring compliance with industry standards. Candidates with 2-5 years of administrative experience in the insurance sector will excel, as you'll oversee cases from submission through commission to deliver a high-quality advisor experience.

Key Responsibilities:

• Ensure timely processing of insurance applications

• Verify and manage underwriting requirements effectively

• Act as a primary contact for assigned advisors

• Follow up on applications and maintain accurate records

• Update status between advisors and insurance carriers

Requirements:

• Minimum of 2-5 years in administrative roles, preferably in insurance

• Superior organizational and time management skills

• Strong written and verbal communication abilities

• Experience with Microsoft Office Suite and Wealth Serv

• Professional handling of sensitive information

Bring your administrative expertise and relationship-building skills to PPI, making impactful contributions daily.