Insurance New Business Specialist Quebec

Take on a challenging role as a New Business Specialist at PPI in Quebec. This full-time position focuses on processing insurance applications and ensuring superior service for advisors in a hybrid work setting. PPI seeks a driven professional with 5-7 years of experience in the insurance industry to support independent advisors. As a New Business Specialist, you will manage the complete lifecycle of life insurance applications, ensuring accuracy and compliance. Your role includes acting as a liaison between advisors and carriers, providing valuable insights, and helping resolve any issues to facilitate a smooth application process. Key Responsibilities:

• Process life insurance applications with precision and compliance
• Manage documentation for underwriting requirements effectively
• Maintain consistent communication with advisors throughout
• Review policies for accuracy and ensure timely settlements
• Update case statuses in WealthServ per established standards

Requirements:

• 5-7 years of relevant experience in insurance
• Desirable industry certifications (FLMI, ACS, AIAA)
• Strong analytical and organizational capabilities
• Proficient in Microsoft Office tools and WealthServ
• Bilingual (English and French) proficiency necessary

Support independent advisors and help them achieve financial security with your expertise at PPI. #J-18808-Ljbffr