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Job Description & How to Apply Below
Your role will focus on the accurate processing of new business applications and maintaining compliance.
This position involves overseeing the entire application process from initiation to settlement, ensuring timely and accurate handling of files. You will serve as a key contact for advisors, managing relationships and providing essential updates. The role requires excellent communication and organizational skills to thrive in a fast-paced environment.
Key Responsibilities:
• Handle new business applications with precision
• Monitor assigned files and identify potential issues
• Order necessary underwriting documentation
• Prepare and send requirements to carriers and advisors
• Maintain communication on application statuses
Requirements:
• Minimum 2-5 years administrative experience in insurance
• Industry-related designations are a plus
• Proven organizational and time management skills
• Strong attention to detail and accuracy
• Knowledge of Wealth Serv and Microsoft Office programs
Utilize your skills to enhance application processing and advisor relationships within the insurance sector.
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(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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