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Life Insurance Application Administrator at PPI
Job Description & How to Apply Below
As a New Business Administrator, your main task will be to oversee the life insurance application process, ensuring compliance and timely follow-ups. You'll need to communicate effectively with both advisors and insurance carriers, navigating any challenges that arise in the underwriting process. This role is vital for maintaining high service standards and a positive advisor experience.
Key Responsibilities:
• Ensure timely processing of new business applications
• Act on behalf of assigned files and resolve issues
• Request and confirm underwriting prerequisites
• Liaise with advisors for status updates
• Follow up on issued policies for accuracy confirmation
Requirements:
• 2-5 years of relevant administrative experience
• High attention to detail and organizational skills
• Excellent communication capabilities
• Proficient with Microsoft Office Suite and Wealth Serv
• Bilingual proficiency in English and French is necessary
Utilize your skills in a supportive environment and foster meaningful relationships at PPI.
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