Insurance Administrator

  • ClassificationAdministration
  • Salary
  • Work typeFull-time
  • LocationOntario, Canada
  • Posted on17 Jan 2018
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This position is responsible for the day to day administration of the Insurance Unit including:

  • Assist Advisors in meeting all service model actions for clients;

  • Preparation of new client files, filing, printing statements, data management including preparing insurance quotations;

  • Processing insurance applications ensuring for completion and accuracy for submission to insurance carriers including the processing of medicals;

  • Preparation of underwriting requirements for advisors, including managing the underwriting process to completion;

  • Preparation of new insurance contracts for client delivery;

  • Preparation of premium payment reminders;

  • Handling any policy change requests from clients (i.e. beneficiary change, face amount changes)

  • Processing of death claims

  • Processing of any disbursements (i.e. loans and cash withdrawal)

  • Maintenance of underwriting and marketing supplies from insurance carriers.

     

Qualifications:

  • Minimum of 3-5 years’ experience within the Insurance Industry;

  • Strong knowledge of Life insurance and Living benefits products;

  • Strong experience with insurance carrier products and illustration software;

  • Strong knowledge of insurance carrier application procedures;

  • University Degree/College Diploma;

  • Individual Agent License (LLQP) (would be an asset)

  • Mutual Funds License (would be an asset)

  • Strong working knowledge of Microsoft Office Suite of products and CRM;

  • Strong communication skills, both written and verbal;

  • Strong prioritization skills and flexibility to work in a fast paced environment;

  • Strong attention to detail and a high degree of accuracy;

  • Able to work independently and self-motivated.

At Cowan, we believe that delivering on our values sets us apart. They guide how we interact with clients, business partners, our employees and in the communities where we do business.

We invite interested candidates submit their resume in confidence to human.resources@princetonholdings.com. While we appreciate the interest of all applicants, we will contact only those selected for interviews.  If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision. 

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

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