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New Business Coordinator

4 months ago

Vancouver BC, Canada The Vantage Talent Group Full time

1. OPERATIONAL SUPPORT

• Ensure company operates efficiently and effectively

i. Envision and understand President initiatives and goals, and keep Advisors on- track and efficient

2. MEETING PREPARATION

• Compile life and segregated fund reporting (excludes group benefits)

i. Update and complete insurance summary, gather information on existing contracts (term renewals, riders, expires, etc.), request and gather in-force illustrations and various other relevant data

ii. Gather and include all required paperwork for applications, conversions, policy changes, etc. (joint effort with In-Force Coordinator)

• Compile Universal Life and Segregated fund investment reporting (joint effort with In-Force Coordinator)

i. Gather information on investment types, market returns, investment progress, and fund choices

ii. Generate Winfund investment statements

iii. Include required paperwork to change investment mix.

• Prepare engagement letters, privacy agreements, and ‘Blueprints’ and monitor to ensure company executes contractual commitments and deliverables.

i. Track engagements (time tracking, billing, and invoicing)

• Include any additional documents as required by advisors (i.e., job descriptions, corporate agreements, articles, reports, etc.)

• Prepare ‘white file’

i. Pre-Meeting:

1. Include all documents within the folder for advisor and clean up the folder as necessary (i.e., remove unnecessary old documents)

2. If virtual meeting, include PDF copies of relevant documents to advisor prior to the meeting.

ii. Post-Meeting

Scrub and ensure meeting notes are included, action items are added to

CRM, and delegated appropriately, and any potential opportunities are added to the CRM and followed up on.

2. Prepare the file to be scanned into the system and filed away by In-Force Coordinator

• Manage hard copy and electronic files

i. Maintain up-to-date and accurate files of hard copy documents and correspondence, both internally and externally

ii. Develop processes and procedures that align with compliance measures

3. INSURANCE ILLUSTRATIONS & ANALYSIS

• Prepare life, critical illness, and disability insurance product illustrations

• Compare products scope and pricing through the use of multiple option graphs, PowerPoint presentations, excel worksheets, and carrier site reports

• Prepare advanced market illustrations - PFA, IFS, insured annuities (personal and corporate), insured retirement programs (personal and corporate), shared ownership arrangements/split-dollar

i. Prepare illustrations as requested by the advisor

ii. Track in-force strategies with tracking spreadsheet and produce any necessary illustration/comparison

iii. Prepare reference material for Sales Advisors regarding tax implications and tax strategies for use when presenting to clients

iv. Provide Sales Advisors with analyses of alternate tax strategies available to clients based on the need of each individual client

v. Liaise with clients’ external professional advisors

• Design specialty PowerPoint presentations and reports for client meetings (joint effort with consultants)

4. NEW BUSINESS PROCESSING

• Complete life, critical illness, disability insurance, and bank financing applications

• Ensure that personal, financial, and underwriting questions are answered appropriately

• Assemble application packages to be sent to the insurance carriers

i. Packages include insurance application, cover letter, illustrations, etc.

• Order corresponding underwriting requirements

• Update opportunities module as required and keep President/Team well informed

• Follow-up on attention physician statements as needed

• Coordinate and expedite with new business case coordinators and maintain open communication with underwriters on pending cases.

• Ensure policy issue is correct

• Follow-up with clients to ensure all outstanding delivery documents are collected

• Close the opportunity module with the appropriate details

• Ensure all necessary documents are maintained in the client's electronic file and saved within a PDF package as per company procedure

i. Package includes a copy of the application, additional documents, decision summary from CRM, signed delivery documents, etc.

• Ensure each application/placement has a Reason Why letter as per compliance procedures.

• Continue to monitor new business processes and evolve as necessary.

• Ensure all commission is paid appropriately and keep New Business Associate up to date with payments

i. I.e., run ‘commission payment’ report within CRM and close once completed. Let New Business Coordinator know and for them to complete the underwriting process.

• Prepare any year-end report as deemed necessary

5. CLIENT SERVICING SUPPORT (joint effort)

• Service Existing Clients

i. Support In-Force Coordinator with any assistance with processing service requests (bank changes, transfer of ownership, updated contact information, etc.)

ii. Support New Business Coordinator with any death, disability, and critical illness insurance claims

iii. Address client inquiries regarding policies details and products

iv. Process conversions

v. Follow-up on above servicing items and ensure all is processed accordingly

vi. Maintain our Client Servicing Module within the CRM.

6. CORPORATE TEAM MANDATE

• Execute Company business and marketing plan

• Protect organization's values by keeping information confidential

• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations

• Enhance organization’s reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

• Build relationships with new clients

• Work with the team to develop proposals that speak to the client’s needs, concerns, and objectives

• Client retention (improve customer satisfaction)

• Present new products and services and enhance existing relationships

• Work with technical staff and other internal colleagues to meet customer needs

• Arrange and participate in internal and external client debriefs

• Attend industry functions, such as association events and conferences, and provide feedback and information on market and creative trends

• Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales

• Ensure that data is accurately entered and managed within the company’s CRM or other sales management system

• Track and record activity on accounts and help to close deals to meet these targets