Canada Life is a prominent financial services provider that acquired Financial Horizons, which supports independent advisors. The New Business Specialist role involves managing life insurance applications, ensuring compliance with underwriting requirements, and maintaining communication between advisors and insurance carriers throughout the process.
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
Skills
- 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
- Minimum of 1 year experience in the insurance and financial services industry considered an asset
- Knowledge of WealthServ an asset
Company Overview
Canada Life looks after retirement, investments, Estate Planning, Wealth Management, Investing for Children, Flexible Life Plans. It was founded in 1903, and is headquartered in Potters Bar, Hertford, GBR, with a workforce of 10001+ employees. Its website is https://www.canadalife.co.uk/.
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