Process new business applications through issue and settlement while maintaining compliance, accuracy and timeliness

Manage assigned files from submission to commission and identify urgencies or problems affecting processing

Order underwriting requirements and ensure medical and financial documentation is received

Prepare requirements for mailing to insurance carriers and advisors

Build relationships with assigned advisors and serve as a consistent point of contact

Communicate application status between insurance carriers, advisors and paramedical facilities

Review issued policies for accuracy and ensure advisors receive copies

Settle policies by following up on outstanding requirements and obtaining signatures

Record progress in WealthServ according to service standards

Inform advisors about underwriting details and resolve underwriting‑related issues

Verify and update carrier feeds where applicable

Support PPI’s ESG commitments

Perform additional responsibilities and special projects

Requirements

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 skilled manner

Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

Core Competencies
Demonstrates expertise in managing new business applications within the insurance industry, ensuring compliance, accuracy, and timely processing. Proficient in relationship management and communication with advisors and insurance carriers while maintaining high standards of organization and attention to detail.

Highest-signal resume keywords

New Business Processes

WealthServ

Insurance Industry Experience

Organizational Skills

Communication Skills

ATS Optimization Keywords
Hard Skills

Data Entry

Policy Review

Underwriting Requirements

Documentation Preparation

File Management

Soft Skills

Interpersonal Skills

Time Management

Attention to Detail

Professionalism

Team Collaboration

Certifications & Qualifications

FLMI

ACS

AIAA

Industry Keywords

Insurance

Compliance

Application Processing

Advisors

Medical Documentation

Tools & Technologies

Microsoft Office

WealthServ

Outlook

Word

Excel

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📌 Business Administrator (Alberta)
🏢 Jobtailor
📍 Alberta