Insurance (Life & Living Benefits) New Business Specialist

What is the opportunity?

You will quality check New Business applications and corresponding setup on our internal system and work with Estate Planning Associates & Assistants in getting new insurance business submitted and paid in timely manner. You will be a part of an established, high functioning team, striving to accomplish a high level of professionalism and proficiency.

What will you do?

• Review new business applications, forms, settlements and internal Point of Sale documents for completion and accuracy
• Audit internal system for correct policy setup
• Assist with proper case setup & correct commission payout
• Maintain knowledge of compliance regulations pertaining to the new business role
• Provide exceptional client service to internal partners
• Review and send insurance policy contracts to branch offices

What do you need to succeed?

Must-have

• Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
• Excellent team player
• Knowledge of Life and Living Benefits insurance products
• Ability to think outside the box
• Excellent client service skills
• Excellent communication skills
• Ability to work independently
• Strong Microsoft office skills

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Challenging Work
• Management that supports your work and progression
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above