Insurance Process Coordinator Lead

5 days ago


London, Ontario, Canada iA Financial Group Full time

iA Financial Group seeks a dedicated professional to join our team as a New Business Administrator. In this role, you will play a critical part in ensuring the efficient processing of new business applications from submission to commission.

Responsibilities:
  1. Manage cases from submission to commission, ensuring timely completion of issue and settlement processing steps.
  2. Develop and maintain strong relationships with assigned advisors, providing them with exceptional service and support throughout the process.
  3. Maintain regular communication with insurance carriers and advisors regarding application status, following up on paramedical facilities and advisors as required.
  4. Review issued policies for accuracy and completeness, ensuring advisors receive copies in a timely manner.
  5. Settle policies by following up on outstanding requirements and obtaining necessary signatures.
  6. Record progress in WealthServ in a timely and accurate manner, adhering to PPI's service standards.
Education and Experience:

A minimum of 2-5 years' administrative experience in the insurance industry, preferably with an emphasis on new business processes, is required for this position. Industry designations such as FLMI, ACS, or AIAA are considered an asset. Bilingualism in English and French will also be viewed favorably.

We thank all candidates for applying; however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.



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