Job Title: Insurance Administrator - New Business

Employer: First Choice Ins. & Inv. Serv. Inc.

Salary:

Hourly Wage:

Contract Price:

Qualifications: • Will need to have life/A&S license or obtain license within 3 months.
• Excellent interpersonal, verbal and written communication.
• Able to take constructive feedback.
• Proficiency with basic mathematical functions and data entry.
• High degree of accuracy.
• High degree of motivation.
• Microsoft Office proficiency.
• Excellent organizational skills, including electronic file management.
• Ability to demonstrate sound judgment along with solid analytical and problem-solving skills.
• Ability to multi-task, balance priorities, and meet strict deadlines.
• Ability to work independently, and as a member of a team.
• 3 – 5 years experience in a client service/administrative role.

Description:

We are looking to add a positive and motivated individual to our insurance team! If you enjoy delivering great work and want to foster a positive culture and environment we would like to meet you.

Successful candidate will work directly with the administration of new insurance business. This responsibility includes the administrative functions of new life, critical illness and long-term care insurance sales which would include proprietary and third-party insurance companies and all affiliates.
Key Responsibilities:
• Liaise with advisors pre and post sale of new business to ensure compliance and processes are adhered to within deadlines.
• Meet with clients to write new business for advisors when needed, after the necessity as been determined.
• Review all insurance applications for accuracy and completeness.
• Build relationships with clients and guide them through the process of placing their insurance coverages.
• Build relationships with insurance company service provers ie. paramedical companies and their representatives, paramedical nurse, Dr’s offices, underwriters, special case contacts, Sun Life head office contacts and other external companies.
• Engage in continuous quality improvement procedure collaborations across all insurance matters in terms of processes and service.
• Track new business to ensure policy credits and commissions are paid.
• Maintain electronic client files and documentation of client interactions.
• Participate in office staff meetings and insurance team meetings. Taking minutes when needed.
• Participate in insurance campaign meetings and be part of implementing a campaign for entire office to bring a focus to insurance. Creativity, fun and comradery is part of the events.
• Complete ongoing training with Sun Life and in-house training. This is done through Zoom and some face-to-face training.
• Keep up to date on technology changes, training and compliance associated with technology.
• Complete ongoing training as part of maintaining a life license with the Insurance Council of BC.