New Business Specialist - Vancouver
5 days ago

Job summary
The New Business Specialist is responsible for the end-to-end case management of life new business applications.++
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 retrievalJob description
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