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
- Detailed 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-Remote
New Business Administrator
Evaluate new applications to determine the qualification for health classification using pre-set guidelines and other referencing materials. Other duties as required by the business. ...
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