Job opportunity
Insurance New Business Administrator
Financial Group
Process life insurance applications with PPI as a New Business Administrator, using accurate data entry and strong organizational skills. Work hybrid from Québec or Montréal.
As part of PPI Management Inc., you will manage cases from submission through commission while maintaining advisor service standards. The position involves application processing, underwriting follow-up, policy review, and communication with carriers and advisors. You will record progress in WealthServ and support accurate, timely settlements.
Key Responsibilities:
Process compliant, accurate life insurance applications promptly
Order underwriting requirements and confirm received documentation
Maintain advisor and carrier contact throughout applications
Review issued policies and distribute accurate copies
Record case progress in WealthServ according to standards
Requirements:
Two to five years of administrative experience
Insurance new business experience preferred
Strong organization, time management, and accuracy
WealthServ and Microsoft Office knowledge
Advanced French and intermediate English language skills
Apply your insurance administration, underwriting follow-up, and communication skills to support PPI advisors and their clients.
#J-18808-Ljbffr
Apply on source site As part of PPI Management Inc., you will manage cases from submission through commission while maintaining advisor service standards. The position involves application processing, underwriting follow-up, policy review, and communication with carriers and advisors. You will record progress in WealthServ and support accurate, timely settlements.
Key Responsibilities:
Process compliant, accurate life insurance applications promptly
Order underwriting requirements and confirm received documentation
Maintain advisor and carrier contact throughout applications
Review issued policies and distribute accurate copies
Record case progress in WealthServ according to standards
Requirements:
Two to five years of administrative experience
Insurance new business experience preferred
Strong organization, time management, and accuracy
WealthServ and Microsoft Office knowledge
Advanced French and intermediate English language skills
Apply your insurance administration, underwriting follow-up, and communication skills to support PPI advisors and their clients.
#J-18808-Ljbffr