- Process recent 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 professional 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

📌 Business Administrator (Calgary)
🏢 Jobtailor
📍 Calgary