- Ensure service levels to advisors are maintained and manage cases from submission to commission
- Process life insurance applications through the appropriate channels
- Conduct follow up for requested information, data entry, reviewing all incoming mail and determining the appropriate course of action
- Order all underwriting requirements where required
- Prepare all requirements for mailing to insurance carriers and/or advisors
- Build effective relationships with assigned advisors acting as a consistent point of contact
- Maintain contact between the insurance carrier and the advisor regarding the status of the application
- Review issued policies to confirm complete accuracy
- Settle policies by following up on all outstanding requirements
- Ensure progress is recorded in WealthServ in a timely manner
- Anticipate the needs of advisors and follow established processes for informing them of important details related to underwriting
- Verify and update carrier feeds where applicable
- Engage in actions that encourage, reflect, and align with PPI’s ESG commitments

Requirements

- A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on current 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 WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
- Intermediate level of English and French language required as incumbent will need to respond to written and verbal inquiries on a weekly basis.

Core Competencies

Demonstrates expertise in managing life insurance applications and maintaining service levels to advisors while ensuring accuracy and compliance with established processes. Proficient in data entry, relationship management, and effective communication in both English and French.

Highest-signal resume keywords

- Life Insurance Application Processing
- WealthServ Proficiency
- Organizational Skills
- Bilingual Communication (English and French)
- Attention to Detail

ATS Optimization Keywords

Hard Skills

- Data Entry
- New Business Processes
- Underwriting Requirements
- Policy Review
- Application Management

Soft Skills

- Interpersonal Skills
- Time Management
- Relationship Building
- Professionalism
- Confidentiality

Certifications & Qualifications

- FLMI
- ACS
- AIAA

Industry Keywords

- Insurance Industry
- Service Levels
- Application Submission
- ESG Commitments
- High Volume Work

Tools & Technologies

- WealthServ
- Microsoft Office
- Outlook
- Word
- Excel
- PowerPoint

📌 Business Administrator (Montreal)
🏢 Jobtailor
📍 Montreal