New Business Specialist - 12 Month Contract
About The Position
The New Business Specialist is responsible for the end-to-end case management of life new business applications. This role ensures that all requirements are met for underwriting of the new policy, and performs regular follows up throughout the process with insurance carrier partners. Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them. Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. Financial Horizons continues to operate independently in the marketplace.
Requirements
- Completion of Post-Secondary School, or equivalent
- Proven experience in Microsoft Office applications
- Excellent organizational and time management skills
- Strong interpersonal and communication skills. Communicates effectively (internally and externally)
- Customer service mindset
- Demonstrated flexibility and adaptability to work in an ever-changing environment
Nice To Haves
- Minimum of 1 year experience in the insurance and financial services industry considered an asset
- Knowledge of WealthServ an asset
Responsibilities
- Provide case management to the assigned advisor ensuring that SLAs (Service Level Agreements) are met
- Critically review applications submitted, communicate with advisors for missing or incomplete information, and proactively address potential issues in order to promote an efficient new business process
- Order all medical requirements depending on the circumstances of the case
- Regularly and timely follow up regarding pending business cases
- Maintain regular communication between carriers and advisors throughout underwriting process to completion
- Ensure advisors receive clear and consistent communication regarding pending cases
- Work extensively with back office systems, WealthServ, as well as insurance carrier websites
- Update and maintain WealthServ system with current information at all times
- Responsible for maintaining an organized filing system for easy referral and retrieval
Benefits
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
