Business Administrator

Jobtailor

Montreal (administrative region)

On-site

CAD 42,000 - 62,000

Full time

14 days+

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Job summary

Jobtailor in Montreal, Quebec is seeking an experienced Insurance Administrative Specialist to process life insurance applications, manage advisor relationships, and ensure accurate underwriting and policy processing. You will maintain service levels, perform data entry, and coordinate with carriers and advisors to drive timely outcomes.

Proficiency in WealthServ and MS Office is required, with strong bilingual English/French communication and a track record of handling high volumes under tight

Qualifications

A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes
Industry designation(s) (FLMI, ACS, AIAA) considered an asset
Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office and organization in a professional, positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Intermediate level of English and French language required as incumbent will need to respond to written and verbal inquiries on a weekly basis.

Responsibilities

Ensure service levels to advisors are maintained and manage cases from submission to commission
Process life insurance applications through the appropriate channels
Conduct follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action
Order all underwriting requirements where required
Prepare all requirements for mailing to insurance carriers and/or advisors
Build effective relationships with assigned advisors acting as a consistent point of contact
Maintain contact between the insurance carrier and the advisor regarding the status of the application
Review issued policies to confirm complete accuracy
Settle policies by following up on all outstanding requirements
Ensure progress is recorded in WealthServ in a timely manner
Anticipate the needs of advisors and follow established processes for informing them of important details related to underwriting
Verify and update carrier feeds where applicable
Engage in actions that encourage, reflect, and align with ESG commitments

Skills

Data Entry

Underwriting processes

Relationship management

Bilingual English/French

MS Office

Education

FLMI

ACS

AIAA

Tools

WealthServ

Microsoft Office

Outlook

Word

Excel

PowerPoint

Job description

Ensure service levels to advisors are maintained and manage cases from submission to commission
Process life insurance applications through the appropriate channels
Conduct follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action
Order all underwriting requirements where required
Prepare all requirements for mailing to insurance carriers and/or advisors
Build effective relationships with assigned advisors acting as a consistent point of contact
Maintain contact between the insurance carrier and the advisor regarding the status of the application
Review issued policies to confirm complete accuracy
Settle policies by following up on all outstanding requirements
Ensure progress is recorded in WealthServ in a timely manner
Anticipate the needs of advisors and follow established processes for informing them of important details related to underwriting
Verify and update carrier feeds where applicable
Engage in actions that encourage, reflect, and align with PPI’s ESG commitments

Requirements

A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes
Industry designation(s) (FLMI, ACS, AIAA) considered an asset
Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
Proven accuracy, attention to detail and data entry skills
Excellent written and verbal communication skills
Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
Ability to represent self, office and organization in a professional, positive manner at all times
Ability to handle sensitive and confidential information in a professional manner
Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Intermediate level of English and French language required as incumbent will need to respond to written and verbal inquiries on a weekly basis.

Core Competencies

Demonstrates expertise in managing life insurance applications and maintaining service levels to advisors while ensuring accuracy and compliance with established processes. Proficient in data entry, relationship management, and effective communication in both English and French.

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