Business Development Coordinator

2 days ago

Calgary, Alberta, Canada IA Financial Group Full time
New Business Administrator (Contract)

About the Role:

The New Business Administrator will play a critical role in ensuring service levels to advisors are maintained and cases are processed from submission to commission in a timely and seamless manner.

Key Responsibilities:

  • Process new business applications, ensuring issue and settlement processing steps are compliant, accurate, and carried out in a timely manner to deliver a positive experience for advisors and maintain PPI's service standards.
  • Assume ownership of assigned files, quality of data, and recognize any urgencies to assist in resolving problems that may prevent a file from moving through the process as quickly as possible.
  • Order underwriting requirements, confirm same when ordered by the advisor, and ensure all medical and/or financial documentation requirements are received and included with applications.
  • Prepare requirements for mailing to insurance carriers and/or advisors.
  • Build effective relationships with assigned advisors, acting as a consistent point of contact throughout the process and responding to queries.
  • Maintain contact between the insurance carrier and the advisor regarding the status of the application, follow up with paramedical facilities and advisors as required, and ensure advisors are updated regularly on current status.
  • Review issued policies to confirm complete accuracy and ensure advisor receives a copy.
  • Settle policies by following up on all outstanding requirements, obtaining all necessary signatures.
  • Ensure progress is recorded in WealthServ in a timely manner and per PPI's service standards.
  • Anticipate the needs of advisors and follow established processes for informing advisors of important details related to underwriting.
  • Effectively resolve any issues pertaining to cases in underwriting.
  • Verify and update carrier feeds where applicable.
  • Engage in actions that encourage, reflect, and align with PPI's ESG commitments to our Advisors, their clients, and our employees.
  • Additional responsibilities, duties, and special projects as identified.

Requirements:

  • A minimum of 2-5 years' administrative experience, preferably in the insurance industry with an emphasis on new business processes.
  • Industry designation(s) (FLMI, ACS, AIAA) considered an asset.
  • Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines.
  • Proven accuracy, attention to detail, and data entry skills.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment.
  • Ability to represent self, office, and organization in a professional, positive manner at all times.
  • Ability to handle sensitive and confidential information in a professional manner.
  • Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel, and PowerPoint in particular.

About Us:

IA Financial Group is a leading provider of insurance and financial services. We are committed to delivering exceptional service to our advisors and clients, and we are seeking a highly skilled and motivated individual to join our team as a New Business Administrator.

What We Offer:

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.

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