Job Description

Position Summary

 HUB International’s vision is to be everywhere where risk exists – today and tomorrow.  Helping protect what matters most. HUB International is looking for a dynamic New Business Administrator to join our team in Woodbridge, ON. This role is responsible for processing all life new business that is received at HUB Financial on a daily basis. Required work functions include but are not limited to the processing of insurance policies that are allocated on a daily basis, entering all new business applications into our database which are allocated on a daily basis. If you enjoy working in a fast-paced corporate team environment and take pride in customer excellence, then this may be a role for you. 

Principle Duties and Responsibilities (Essential Functions)

These responsibilities include but are not limited to:

  • The ability to enter anywhere from 25-30 applications/e-applications daily
  • The ability to process anywhere from 40-50 policies/e-policies daily
  • Verifying that the client information, plan and premium coverage against the issued policy
  • Ensure that all policies are coded to the correct broker and mail code as indicated 
  • First review of the application to ensure that the application is completed fully and note any missing information
  • Verify the medical requirements and if required, ensure they are ordered
  • Ensure scanned documents are attached appropriately within the correct database
  • Servicing regional offices to ensure new business is processed and settled in a timely fashion
  • Ensuring compliance to corporate procedures, industry guidelines and client instruction in all applications
  • Ensuring accuracy of information and adhering to NIGO procedures when paperwork is incomplete or inaccurate
  • Updating and maintaining the insurance database with additions or changes to client information, client plans or policies
  • Other duties as assigned

 Knowledge, Skills and Abilities

  • Minimum High school diploma or GED
  • Experience in the Life Insurance and/or Investment Industry as asset
  • Experience with WealthServ is an asset
  • Detail Oriented
  • Team Player
  • Excellent Communication Skills
  • Oral and written fluency in the English language/Bi-Lingual speaking is an asset
  • Data Entry experience
  • Experience working under deadlines
  • Minimum High school diploma or GED
  • LOMA or other industry related course are an asset
  • Computer training/data entry

HUB International offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally we are a leading insurance brokerage offering products and services with offices in Canada and the US.  Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.

PLease apply to the posting using the link below: https://hubinternational.wd1.myworkdayjobs.com/HUBInternational/job/Woodbridge-ON/New-Business-Administrator_R0008892 

 

Job Posting Details

Job Type

Full-Time
Permanent

Market Segment

Financial Services
Insurance
Life Insurance
Mutual Funds

Company Type

Appraisal Service

Education Required

Secondary School Diploma

Minimum Experience Required

1 to 2 Years

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