Job Description

Key Responsibilities

• Review and verify individual life insurance applications to ensure data quality and integrity

• Evaluate new applications to determine level of coverage and premiums using pre-set guidelines and other referencing materials

• Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering

• Communicate in French & English with clients and business partners, internally and externally, by telephone and email, for outstanding requirements and other details/requirements

• Adjust premiums or coverage according to the underwriting guidelines as requested

• Enter/edit application information with speed and accuracy

• Scan and file of each application into internal software systems

• First point of contact for Escalations

• Process payments and bala...