Found Description
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 standard...
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 standard...
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