Life Insurance New Business Administrator
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Manage life insurance applications and policy service transactions with PPI Management Inc. in Edmonton, using WealthServ and strong attention to detail.
This administrator supports independent insurance advisors through accurate, compliant processing within established service standards. The hybrid arrangement allows up to three work-from-home days weekly. Responsibilities span underwriting coordination, policy administration, advisor communication, and transaction documentation.
Key Responsibilities:
- Manage applications and policy service files through completion
- Coordinate underwriting requirements and outstanding documentation
- Communicate status, requirements, timelines, and decisions
- Review policies and documents for accuracy and compliance
- Process settlements, changes, and records in WealthServ
Requirements:
- Two to five years' life insurance administrative experience
- Knowledge of products, underwriting, and policy administration
- Strong organization, communication, and attention to detail
- Proficiency with WealthServ and Microsoft Office
- FLMI, ALMI, ACS, AIAA, or bilingualism are assets
Apply your life insurance administration, underwriting coordination, and WealthServ skills supporting advisors through compliant policy service.