New Business Administrator

JOB STATEMENT: Reporting to the New Business Manager and working in a fast paced environment, the successful candidate will be responsible for processing new business applications and policy contracts. In addition, the New Business administrator will assist the Case Specialists as required. RESPONSIBILITIES: Processing Applications, Policy Contracts and Delivery Requirements; Distributing Inforce and New Business Notices; Building strong working relationship with internal and external partners (i.e. Life carrier companies and independent brokers); Reviewing Daily Data Feed Report; Document Scanning; General office assistance, including switchboard backup. QUALICATIONS: Strong knowledge of Microsoft Office and Outlook; Strong customer focus, service orientation and professional acumen; Excellent communication, organizational & listening skills with attention to details; Dedicated team player with the ability to take the initiative and be independent; Working knowledge of Wealthserv, Lifeguide, & life insurance carriers product software an asset; COMPENSATION: Commensurate with experience If you are interested in applying for this position, please forward a cover letter and resume in confidence to [email protected]. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities.In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.

The role involves processing new business applications, policy contracts, and delivery requirements. Additionally, the administrator manages data feed reports, document scanning, and provides general office and switchboard support.

Candidates should have strong proficiency in Microsoft Office and excellent communication and organizational skills. Knowledge of Wealthserv, Lifeguide, and life insurance carrier software is considered an asset.

• Microsoft OfficeSouhaitée
• Microsoft OutlookSouhaitée
• Service à la clientèleSouhaitée
• CommunicationSouhaitée
• Sens de l’organisationSouhaitée
• Souci du détailSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Microsoft Office
• Outlook
• Customer Service
• Communication
• Organization
• Attention to Detail
• Wealthserv
• Lifeguide
• Life Insurance Processing
• Document Scanning

• Administrative
• Finance & Accounting
• Customer Service & Support

Expérience minimale

0+ ans

Postuler avant le

10 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Associate

Mode de candidature

La candidature directe est offerte