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Underwriter & Claims Administrator – Employee Benefits & Retirement

Underwriter & Claims Administrator – Employee Benefits & Retirement

CompanyHUB
LocationLondon, ON, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • LLQP is required or ability to maintain in short order
  • Typically, 2+ years of proven experience in living benefits and permanent life insurance
  • Experience in a fast-paced insurance environment where high attention to detail is critical
  • Calm under pressure and able to manage multiple/competing tasks
  • Exceptional interpersonal, communication and customer service skills
  • Excellent computer skills and a high proficiency with a variety of computer software programs
  • Positive self-starter who can work successfully in a small team environment

Responsibilities

  • Review insurance applications and paperwork and send to the client(s) for signing
  • Processing insurance applications and paperwork and hand off to the appropriate insurance carrier with clear instructions
  • Ordering medical requirements
  • Follow up with clients for any necessary additional information
  • Following up with insurance companies
  • Handle questions and concerns of the clients via email and phone
  • Work with the Lead Advisors and Assistants when needed
  • Maintaining our CRM to ensure client information is detailed and accurate
  • Processing policy changes
  • Processing investment changes
  • Assist with any life, disability, and critical illness claims

Preferred Qualifications

    No preferred qualifications provided.