New Business Specialist at Financial Horizons
Canada Life • ahuntsic north, Canada
Role Description
Drive case management effectiveness with Financial Horizons as a New Business Specialist. Ensure seamless processing of life insurance applications while engaging with advisors and carriers.
In this temporary full-time role, the New Business Specialist oversees end-to-end life insurance applications. You will manage submissions, communicate effectively with advisors, and sustain timely follow-up with insurance partners. Your expertise will directly enhance the business processes, ensuring all requirements are met during underwriting.
Key Responsibilities: • Manage case flow to meet Service Level Agreements • Review applications for completeness and accuracy • Order necessary medical requirements as needed • Follow up frequently on pending cases and updates • Maintain organized records for easy access
Requirements: • Post-secondary education or equivalent required • Minimum 1 year experience in insurance or financial services • Proficient in Microsoft Office a...
In this temporary full-time role, the New Business Specialist oversees end-to-end life insurance applications. You will manage submissions, communicate effectively with advisors, and sustain timely follow-up with insurance partners. Your expertise will directly enhance the business processes, ensuring all requirements are met during underwriting.
Key Responsibilities: • Manage case flow to meet Service Level Agreements • Review applications for completeness and accuracy • Order necessary medical requirements as needed • Follow up frequently on pending cases and updates • Maintain organized records for easy access
Requirements: • Post-secondary education or equivalent required • Minimum 1 year experience in insurance or financial services • Proficient in Microsoft Office a...