Elevate your career as a New Business Specialist with Financial Horizons on a 12-month contract. Manage life insurance applications and ensure SLAs are met with excellence.
In this temporary full time position, you'll oversee the complete case management of new business applications. Your responsibilities will involve critical reviews of applications, effective communication with advisors, and timely follow-ups on pending cases. Utilize back office systems like WealthServ to maintain organized case files and facilitate smooth communication between advisors and insurance carriers.
Key Responsibilities:
• Manage end-to-end life insurance case applications
• Communicate proactively with advisors and address application issues
• Order necessary medical requirements based on cases




• Maintain ongoing communication with carriers and advisors
• Update WealthServ system regularly with case information
Requirements:
• Minimum of 1 year in insurance or financial services
• Proficient in Microsoft Office applications
• Detail-oriented with strong organizational skills
• Customer service mindset with excellent communication skills
• Flexibility to adapt in a changing environment
Bring your case management expertise to a firm that values your contributions and supports your growth.
#J-18808-Ljbffr

📌 New Business Specialist Contract Role (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg