Bilingual (French) New Business Administrator
1 month ago
Duties will include:
- Review and verify individual life insurance applications
- Evaluate new and renewal applications to determine level of coverage and premiums using pre-set guidelines and other referencing materials
- Enter/edit application information with speed and accuracy
- Scan and file of each application in to internal software systems
- Make outbound calls and process new insurance applications in a timely manner ensuring accuracy of data entry and communication of information in order to facilitate a smooth transition for the client
- Re-verify insurance eligibility and benefits for all clients on a standard schedule
- Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering
- Communicate with brokers for outstanding requirements and other coverage options
- Adjust premiums or coverage according to the underwriting guidelines as requested
- Process payments and balance for banking
- Other duties as required by the business
Knowledge/Experience/Skills:
- Excellent customer service skills
- Excellent data entry skills
- Proficient in Microsoft Office applications
- Strong team player
- Able to multitask in a fast paced, high volume work environment
- Demonstrated problem solving and analytical skills
- Highly organized and efficient
#LI-Remote
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