Bilingual New Business Administrator

We are seeking a New Business Administrator for a client based out of Brossard City. This is a permanent position. The working hours are daytime, Monday to Friday based on a 35 hour work week. The position works 2 days out of the office and the other 3 remotely. The pay range is 43k 50k + benefits.

The primary focus of the New Business Administrator is to ensure service levels to advisors are maintained and to manage cases from submission to commission as quickly and seamlessly as possible. The New Business Administrator processes life insurance applications through the appropriate channels resulting in the issue and settlement of policy contracts including conducting appropriate follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action.

Responsibilities:

• Process new business applications ensuring issue and settlement processing steps are compliant, accurate and carried out in a timely manner to deliver a positive and value-added experience for advisors and maintain service standards.
• Assume ownership of assigned files, and quality of data, including recognizing any urgencies and assisting in the resolution of problems that may prevent a file from moving through the process as quickly as possible and understanding the downstream impact on reporting and commissions.
• Order all underwriting requirements where required or confirmation of same when ordered by the advisor ensuring that all medical and/or financial documentation requirements are received and included with applications.
• Prepare all requirements for mailing to insurance carriers and/or advisors.
• Build effective relationships with assigned advisors acting as a consistent point of contact throughout the process and responding to queries.
• Maintain contact between the insurance carrier and the advisor regarding the status of the application; follow up with paramedical facilities and advisors as required, ensuring advisors are updated regularly on current status.
• Review issued policies to confirm complete accuracy and ensure advisor receives a copy.
• Settle policies by following up on all outstanding requirements, obtain all necessary signatures.
• Ensure progress is recorded in WealthServ in a timely manner and service standards.
• Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting.
• Effectively resolve any issues which pertain to cases in underwriting.
• Verify and update carrier feeds where applicable.
• Additional responsibilities, duties and special projects as identified.

Education, Experience and Skills

• 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 Microsoft Office programs; Outlook, Word and Excel in particular
• French speaking and writing is a requirement, bilingualism is considered an asset.

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Christian Duplessis HR