06 Sep
|
Iaawg
|
Quebec City
Step into the role of New Business Administrator at PPI, supporting independent advisors with application processing in a hybrid work model. Your contributions will ensure prompt service delivery and client satisfaction. As a Recent Business Administrator, your main task will be to oversee the life insurance application process, ensuring compliance and timely follow-ups.
You'll need to communicate effectively with both advisors and insurance carriers, navigating any challenges that arise in the underwriting process. This role is vital for maintaining high service standards and a positive advisor experience. Key Responsibilities:
- Ensure timely processing of new business applications
- Act on behalf of assigned files and resolve issues
- Request and confirm underwriting prerequisites
- Liaise with advisors for status updates
- Follow up on issued policies for accuracy confirmation
Requirements:
- 2-5 years of relevant administrative experience
- High attention to detail and organizational skills
- Excellent communication capabilities
- Proficient with Microsoft Office Suite and WealthServ
- Bilingual proficiency in English and French is necessary
Utilize your skills in a supportive environment and foster meaningful relationships at PPI.
📌 Life Insurance Application Administrator at PPI (Quebec City)
🏢 Iaawg
📍 Quebec City