New Business Administrator

IDC Worldsource Insurance Network Inc.; Vancouver; On-site; CAD 50,000 - 70,000; Full time

Job summary

Worldsource is seeking a New Business Administrator to process new business applications and policy contracts in a fast-paced environment. You will assist Case Specialists as needed and support daily office tasks including switchboard backup.

Key responsibilities include processing applications and contracts, distributing notices, and maintaining strong relations with life carriers and brokers to ensure smooth onboarding of new business.

Qualifications

• Strong knowledge of Microsoft Office and Outlook.
• Strong customer focus, service orientation and professional acumen.
• Excellent communication, organizational & listening skills with attention to details.
• Dedicated team player with the ability to take the initiative and be independent.

Responsibilities

• Processing Applications, Policy Contracts and Delivery Requirements.
• Distributing Inforce and New Business Notices.
• Building strong working relationship with internal and external partners (i.e. Life carrier companies and independent brokers).
• Reviewing Daily Data Feed Report.
• Document Scanning.
• General office assistance, including switchboard backup.

Skills

Microsoft Office

Outlook

Customer focus

Communication

Attention to detail

Independent work

Tools

Wealthserv

Lifeguide

Job description

Reporting to the New Business Manager and working in a fast paced environment, the successful candidate will be responsible for processing new business applications and policy contracts. In addition, the New Business administrator will assist the Case Specialists as required.

RESPONSIBILITIES:

• Processing Applications, Policy Contracts and Delivery Requirements;
• Distributing Inforce and New Business Notices;
• Building strong working relationship with internal and external partners (i.e. Life carrier companies and independent brokers);
• Reviewing Daily Data Feed Report;
• Document Scanning;
• General office assistance, including switchboard backup.

QUALIFICATIONS:

• Strong knowledge of Microsoft Office and Outlook;
• Strong customer focus, service orientation and professional acumen;
• Excellent communication, organizational & listening skills with attention to details;
• Dedicated team player with the ability to take the initiative and be independent;
• Working knowledge of Wealthserv, Lifeguide, & life insurance carriers product software an asset;

COMPENSATION:

Commensurate with experience

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.