New Business Administrator

Position Summary:

HUB Financial Inc., Canada's largest Life Insurance Managing General Agency is looking for a self-motivated New Business Administrator working out of our Woodbridge, Ontario office. The ideal candidate for this role is someone with a high attention to detail and a strong team approach with data entry processing experience. This position reports directly to the Manager, Central Operations and is responsible for:

  • Process all new business applications including; life new business and insurance policies into the HUB Financial database
  • Participate in regular cross training to ensure knowledge transfer occurs within the team and the business flow stays consistent
  • Enter and process anywhere from 25-30 applications daily as well as 40 – 50 policies daily
  • Verify client information, plan and premium coverage against the issued policy are accurate and up to date
  • Ensure all policies are coded to the correct broker along with proper mail code as indicated
  • Conduct first review of applications to ensure full completion and make note of any missing or required information
  • Verify any requirements (i.e. medical) and ensure they are ordered as required
  • Ensure scanned documents are attached accurately and correctly within the correct database
  • Service regional offices to ensure new business is processed and settled in a timely manner
  • Ensure compliance to corporate procedures, industry guidelines and client instruction in all applications
  • Produce accuracy of information and adhere to NIGO procedures when paperwork is incomplete or inaccurate
  • Update and maintain the insurance database with additions and/or changes to client information, plans or policies

Qualifications & Experience:

  • High School Diploma
  • 1-2 years' experience in the Life Insurance and/or Investment Industry an asset
  • Strong data entry and administrative skills
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Experience with WealthServ considered an asset
  • Ability to multitask, effectively time manage and exercise initiative while completing tasks
  • Excellent organizational skills with high attention to detail and accuracy
  • Excellent communication skills both written and verbal
  • Customer focused and a strong team player with a great attitude

HUB Financial Inc. is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.

  • LI-JM1

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