New Business Administrator

JOB STATEMENT:
IDC WIN has an immediate need for a New Business Administrator to join their team in the Prairie region to perform diverse administrative duties that will combine life and living benefit insurance knowledge and case coordination. The ideal candidate will have an understanding of insurance products and have the ability to complete detailed reporting, while multi-tasking and prioritizing competing responsibilities.

ESSENTIAL FUNCTIONS:
Processing and managing applications submitted, reviewing information for accuracy;
Managing electronic application submissions and following-up on all pending cases until completion;
Providing updates and reports to producers on pre-issue and post-issue requirements;
Building strong relationships with advisors, carrier home office underwriting teams, and other third-party administrators in order to handle processing and service issues;
Providing assistance to insurance advisors regarding both new and existing policy information as needed; and
Performing other administrative duties as required.

QUALIFICATIONS:
Post-secondary education
Extensive life and living benefit insurance knowledge
Exceptional customer service skills to support both internal and external parties
Detail-oriented with a sense of urgency and ability to prioritize responsibilities
Comfortable working both independently and in a team environment
Knowledge and experience of Microsoft Office programs (Outlook, Word, Excel, PowerPoint)
Excellent interpersonal skills to build strong professional relationships with producers, peers, and management
The ability and desire to adapt to changes in circumstances
Knowledge of Lifeguide, Insurance Carrier Software, and WealthServ is an asset

COMPENSATION:
Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.