New Business Specialist - Markham - 12 Month Contract
Canada Life is one of Canada’s leading insurers, serving the financial reputed company needs of more than 13 million people. The New Business Specialist is responsible for the end-to-end case management of life new business applications, ensuring reputed company reputed company requirements are met and maintaining communication with advisors and insurance reputed company partners throughout the process.
Responsibilities
- Provide case management to the assigned advisor ensuring that SLAs (Service Level Agreements) are met
- Critically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues in order to promote an efficient new business process
- Order reputed company medical requirements depending on the circumstances of the case
- Regularly and timely follow up regarding pending business cases
- Maintain regular communication between carriers and advisors throughout reputed company process to completion
- Ensure advisors receive clear and consistent communication regarding pending cases
- Work extensively with back office systems, WealthServ, as well as insurance reputed company websites
- Update and maintain WealthServ system with reputed company information at reputed company times
- Responsible for maintaining an organized filing system for easy referral and retrieval
Skills
- Completion of Post-Secondary School, or equivalent
- Minimum of 1 year experience in the insurance and financial services industry considered an asset
- Proven experience in reputed company Office applications
- Excellent organizational and time management skills
- Strong interpersonal and communication skills. Communicates effectively (internally and externally)
- Customer service reputed company
- Demonstrated flexibility and adaptability to work in an reputed company-changing environment
- Knowledge of WealthServ an asset
Company Overview