JOB STATEMENT:
Reporting to the New Business Manager and working in a fast paced environment, the successful candidate will be responsible for processing new business applications and policy contracts. In addition, the New Business administrator will assist the Case Specialists as required.
RESPONSIBILITIES:
- Processing Applications, Policy Contracts and Delivery Requirements;
- Distributing Inforce and New Business Notices;
- Building strong working relationship with internal and external partners (i.e. Life carrier companies and independent brokers);
- Reviewing Daily Data Feed Report;
- Document Scanning;
- General office assistance, including switchboard backup.
QUALIFICATIONS:
- Strong knowledge of Microsoft Office and Outlook;
- Strong customer focus, service orientation and professional acumen;
- Excellent communication, organizational & listening skills with attention to detail;
- Dedicated team player with the ability to take the initiative and be independent;
- Working knowledge of Wealthserv, Lifeguide, & life insurance carriers product software, an asset;
COMPENSATION:
Commensurate with experience
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.
Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.
We thank all applicants for their interest but only those selected for an interview will be contacted.
