Canada Life is one of Canada’s leading insurers, serving the financial security needs of more than 13 million people. The New Business Specialist is responsible for the end-to-end case management of life new business applications, ensuring all underwriting requirements are met and maintaining communication with advisors and insurance carrier partners throughout the process.
Responsibilities
- Provide case management to the assigned advisor ensuring that SLAs (Service Level Agreements) are met
- Critically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues in order to promote an efficient new business process
- Order all medical requirements depending on the circumstances of the case
- Regularly and timely follow up regarding pending business cases
- Maintain regular communication between carriers and advisors throughout underwriting process to completion
- Ensure advisors receive clear and consistent communication regarding pending cases
- Work extensively with back office systems, WealthServ, as well as insurance carrier websites
- Update and maintain WealthServ system with current information at all times
- Responsible for maintaining an organized filing system for easy referral and retrieval
Skills
- Completion of Post-Secondary School, or equivalent
- Minimum of 1 year experience in the insurance and financial services industry considered an asset
- Proven experience in Microsoft Office applications
- Excellent organizational and time management skills
- Strong interpersonal and communication skills. Communicates effectively (internally and externally)
- Customer service mindset
- Demonstrated flexibility and adaptability to work in an ever-changing environment
- Knowledge of WealthServ an asset
Company Overview
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