New Business Administrator

IDC Worldsource Insurance Network Inc.

Edmonton

On-site

CAD 42,000 - 65,000

Full time

14 days+

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Job summary

A leading insurance company located in Edmonton is seeking an experienced candidate for administrative support in their Head Office. The successful applicant will have a minimum of two years' experience in Life and Living Benefit Insurance and play a key role in processing insurance applications, providing client updates, and assisting with policy inquiries. Ideal candidates will demonstrate strong attention to detail, customer service skills, and a collaborative spirit. The position offers compensation commensurate with experience and the opportunity for growth in a supportive environment.

Qualifications

  • Minimum 2 years experience with life and living benefit insurance.
  • Detailed oriented with strong organizational skills.
  • Proficient in office equipment and computer programs including Outlook and MS Office.
  • Knowledge of Outlook Express and Microsoft Office programs (Word, Excel, PowerPoint).
  • Requires a sense of urgency and ability to prioritize responsibilities.
  • Outgoing and professional personality essential in building relationships with producers, peers, and supervisors.
  • Adaptable to changes in circumstances.
  • Knowledge of Insurance Carrier Website’s, WealthServ is beneficial.

Responsibilities

  • Process new insurance business, reviewing applications for accuracy.
  • Provide updates and reports to producers regarding requirements.
  • Build relationships with underwriting team and third-party administrators.
  • Assist insurance advisors with policy information as needed.
  • Deliver excellent customer service to all clients.
  • Perform other administrative duties as required.

Skills

Attention to detail
Team collaboration
Customer service
Data entry

Tools

Microsoft Office (Word, Excel, PowerPoint)
Outlook Express
WealthServ

Job description

A minimum of two years of professional administrative experience is required to perform diverse duties in our Head Office that combine Life and Living Benefit Insurance knowledge with case coordination responsibilities. Candidates should have a strong understanding of Life and Living Benefit Insurance products and demonstrate a high level of accountability.

The successful candidate will thrive in an environment of continuous learning, possess strong attention to detail for accurate data entry and reporting, and be able to effectively prioritize and manage multiple tasks.

RESPONSIBILITIES
  • Processing new insurance business including a review of applications and forms for accuracy; electronic submission of applications; electronic follow-up on all pending cases until completion;
  • Providing new business updates and reports to producers on pre-issue and post-issue requirements;
  • Building strong relationships with Home Office Underwriting team and other 3rd party administrators in order to handle underwriting and service issues;
  • Providing assistance to insurance advisors regarding both new and existing policy information as needed;
  • Providing exceptional customer service to all clients; and
  • Perform other administrative duties as required.
QUALIFICATIONS
  • Minimum 2 years experience with life and living benefit insurance.
  • Be detailed oriented.
  • Be comfortable and supportive in a team environment.
  • Have better than average knowledge of office equipment and computer proficiency necessary, including Outlook Express and Microsoft Office programs (word, excel, power-point).
  • Requires a sense of urgency and ability to prioritize responsibilities.
  • Outgoing and professional personality essential in building strong relationships with producers, peers, and supervisors.
  • The ability and desire to adapt to changes in circumstances.
  • Knowledge of Insurance Carrier Website’s, WealthServ is very beneficial.
COMPENSATION

Commensurate with experience.

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

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