Insurance Industry New Business Development Specialist
1 week ago
At IDC Worldsource Insurance Network Inc., we are seeking a highly skilled and organized New Business Coordinator to join our team.
Job Summary:The successful candidate will be responsible for processing new business applications and policy contracts in a fast-paced environment. This role requires strong knowledge of Microsoft Office and Outlook, excellent communication, organizational, and listening skills with attention to detail.
About the Role:This is an exciting opportunity to work as part of a dynamic team, assisting the Case Specialists as required. Key responsibilities include:
- Processing Applications, Policy Contracts, and Delivery Requirements
- Distributing Inforce and New Business Notices
- Building strong working relationships with internal and external partners (i.e., Life carrier companies and independent brokers)
- Reviewing Daily Data Feed Reports
- Document Scanning
- General office assistance, including switchboard backup
To be considered for this position, you must possess:
- Strong knowledge of Microsoft Office and Outlook
- Strong customer focus, service orientation, and professional acumen
- Excellent communication, organizational, and listening skills with attention to detail
- Dedicated team player with the ability to take the initiative and be independent
- Working knowledge of Wealthserv, Lifeguide, and life insurance carriers' product software (an asset)
This is a competitive role, commensurate with experience.
If you are interested in applying for this position, please forward your cover letter and resume in confidence. We thank all applicants for their interest but only those selected for an interview will be contacted.
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