Opportunity Description
Join PPI in Montreal as a New Business Specialist, where you will manage life insurance applications and ensure outstanding service for advisors. This full-time hybrid role empowers you to make a significant impact every day.
In this pivotal position, you will leverage your 5-7 years experience in insurance to streamline application processing from submission to commission. You’ll focus on maintaining high service standards while building relationships with advisors, resolving issues, and providing expertise throughout the process. Your role will also include assisting the Team Leader and managing workloads efficiently under tight deadlines.
Key Responsibilities:
• Ensure compliant and timely processing of life insurance applications
• Take responsibility for data accuracy and file management
• Facilitate underwriting processes by coordinating required documentation
• Keep advisors informed of application statuses and updates
• Fi...
In this pivotal position, you will leverage your 5-7 years experience in insurance to streamline application processing from submission to commission. You’ll focus on maintaining high service standards while building relationships with advisors, resolving issues, and providing expertise throughout the process. Your role will also include assisting the Team Leader and managing workloads efficiently under tight deadlines.
Key Responsibilities:
• Ensure compliant and timely processing of life insurance applications
• Take responsibility for data accuracy and file management
• Facilitate underwriting processes by coordinating required documentation
• Keep advisors informed of application statuses and updates
• Fi...
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