New Business Administrator

The New Business Administrator is the liaison between Specialty Life Insurance and contracted brokers. They manage incoming inquiries, maintain regular communication with affiliated brokers and ensure exceptional customer service to all brokers and customers.

• Manage all new business applications from pending status to in force (includes but is not limited to notifying brokers of outstanding requirements, and conducting follow-ups with them and departments within the company)
• Ensure MIB requirements are requested and received from the underwriting team
• Review the new business requirement reports on a daily basis, and respond accordingly
• Manage all existing files based on payment history and change status as applicable.
• Accountable for maintaining an electronic database of applications, documents, letters and similar that are sent and received from brokers and MGAs
• Issue and send mail to policy owners in a timely manner
• Assist brokers and MGAs with enquiries and requests as necessary
• Manage and process all service requests for existing files in alignment with the compliance guidelines
• Tracking and follow ups of pending requests for appropriate closure.

• Attend virtual information sessions
• Resolve technical issues through direct communication with insurance companies and advisors
• Participate in special projects/assignments as requested

• Minimum High school diploma or GED / CAEC
• 1-2 years of experience on Life insurance operations, handing service requests and insurance processes
• Excellent verbal and written communication skills – English & French
• Effectively able to work independently and in a team environment
• Proficient knowledge of Windows and Microsoft Suites (Word, PowerPoint, Excel, Outlook), Adobe Pro
• Strong attention to detail and accuracy
• Proficient with Gmail, web based applications, Virt Gate
• Strong analytical and problem‑solving skills
• Self-driven and customer-service oriented
• Strong time management and multi-tasking abilities
• Effective organizational skills
• Any prior experience in handling service requests is preferred.

This job description is a summary of the typical functions of the job, and not an exhaustive list. Responsibilities, tasks and duties of the jobholder might differ from those outlined in the job description, and that other duties, as assigned, may be part of the job.

Specialty Life Insurance is committed to barrier‑free and accessible employment practices in compliance with the AODA. Accommodations are available at any stage of the recruitment process upon request