Bilingual New Business Administrator

The Independent Order of Foresters; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

A financial services organization in Ontario is seeking a Bilingual New Business Administrator to manage and verify life insurance applications. The ideal candidate will have excellent customer service skills and will be responsible for ensuring data accuracy and compliance. Proficiency in Microsoft Office and the ability to communicate effectively in both English and French are essential. This role also offers a hybrid working model.

Qualifications

• Minimum of 1 year of experience in a relevant field.
• Excellent data entry skills are essential.
• Bilingual in English and French is an asset.

Responsibilities

• Review and verify individual life insurance applications.
• Communicate with brokers about missing requirements.
• Data entry of application information accurately.
• Evaluate applications for health classification qualifications.
• Order required medical and financial documentation.
• Perform quality checks for compliance with regulations.

Skills

Customer service skills

Bilingual in English and French

Data entry skills

Detail-oriented

Proficient in Microsoft Office

Team player

Multitasking

Problem solving

Organized

Ability to multitask

Education

College Diploma or Undergraduate degree

Job description

Career Opportunity

Role Title: Bilingual New Business Administrator

Purpose of role

As a New Business Administrator you will review verify and data enter individual life insurance applications in the new business application system which are submitted by our Brokers and Sales Agents. This is an administrative position that will include daily communication with external partners including Brokers.

Job Description

Key Responsibilities

• Review and verify individual life insurance applications for data quality and integrity
• Communicate verbally or written with brokers for missing or incomplete requirements on a regular schedule
• Enter / edit application information with speed and accuracy within service level agreement
• Evaluate new applications to determine the qualification for health classification using pre-set guidelines and other referencing materials
• Populate worksheet with accuracy of key inputs to facilitate a smooth transition to Case Manager and / or Underwriter within service level agreement
• Order medical and financial requirements on paramedical and financial vendor websites and ensure the service agreement is being adhered to
• Perform quality checks to ensure compliance with government regulations related to licensing errors and omissions and money laundering
• Other duties as required by the business

Key Qualifications

• Education: College Diploma or Undergraduate degree
• Experience: Minimum of 1 year of experience
• Excellent customer service skills
• Bilingual in English and French (written and verbal) an asset
• Excellent data entry skills
• Detail oriented
• Proficient in Microsoft Office applications
• Strong team player
• Able to multitask in a fast paced high volume work environment
• Demonstrated problem solving and analytical skills
• Highly organized and efficient

#LI-Hybrid

Equal Opportunity Employment and Inclusion at Foresters Financial we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion Diversity and Equity (IDE) as a core strategic objective for building strong innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process please email in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

Required Experience :

Unclear Seniority