Oct 16, 2022
The point of contact between contracted brokers and Specialty Life Insurance is the New Business Administrator. They deal with incoming questions, keep in touch with associated brokers on a regular basis, and make sure that all brokers and clients receive excellent service.
Duties and Responsibilities:
Manage all new business from pending status to in force (includes but is not limited to notifying brokers of outstanding requirements, and conducting follow-ups with them and departments within the company)
Ensure MIB requirements are requested and received from the underwriting team
Review the new business requirement reports on a daily basis, and respond accordingly
Accountable for maintaining an electronic database of applications, documents, letters and similar that are sent and received from brokers and MGAs
Issue and send mail to policy owners in a timely manner
Assist brokers and MGAs with enquiries and requests as necessary
Other Responsibilities:
Attend virtual information sessions
Resolve technical issues through direct communication with insurance companies and advisors
Participate in special projects/assignments as requested
Required Skills, Abilities and Other Attributes:
Excellent verbal and written communication skills
Effectively able to work independently and in a team environment
Proficient knowledge of Windows and Microsoft Suites (Word, PowerPoint, Excel, Outlook), Adobe Pro
Strong attention to detail and accuracy
Proficient with Gmail, web-based applications, VirtGate
Strong analytical and problem-solving skills
Self-driven and customer-service oriented
Strong time management and multi-tasking abilities
Effective organizational skills
Bilingualism (French) is an asset
This job description is a summary of the typical functions of the job, and not an exhaustive list. Responsibilities, tasks and duties of the jobholder might differ from those outlined in the job description, and that other duties, as assigned, may be part of the job.
What we offer:
Paid vacation time and personal days
Health and dental benefits, as well as an Employee Assistance Program (EAP)
Opportunity to work with engaged and professional team and colleagues
Ongoing professional development & training
Opportunities to participate in fun organization activities, such as our Holiday and Summer parties
Financial incentives and time off for actuarial exams