Job Description

Job Description

Job Description

We are seeking a Practice Assistant/ Manager to become a part of our team! You will perform routine administrative tasks and assist in the underwriting process to keep the insurance practice running smoothly.

Responsibilities:

• Handle all administrative duties in a timely manner
• Confirming client appointments
• Responding to client in force emails/ requests/ updates
• Prep client files for meetings (needs analysis, term quotes, options etc.
• Complete client insurance application calls
• Coordinate client medical appointments
• Call doctors office to follow up on APS
• Monitor requirements for insurance applications – and follow up with insurance carriers constantly/reply to carrier’s question
  • Checking portals daily on any changes for any application in underwriting
• Prepare policy delivery/offers
• Provide communication with clients on underwriting status
• Assist in escalations as needed on the operations side
• Track communication on the excel sheet/manage excel to ensure everything is up to date in the pipeline including closed/completed files
• Review commission to ensure adviser is paid correctly
• Prepare for client file once the file has closed

​ Qualifications:

• Previous experience in insurance industry
• Strong organizational skills
• Strong work ethic
• Detailed oriented
• Quick learner and absorbing any information they come across to use a reference for any future case/files – able to retain information is very important
• Proactive thinking
• Ability to thrive in a fast-paced environment
• Confident in working independently/remotely and not afraid to ask questions
• Great communication and customer service skills 
• Tech Savy, comfortable with excel/word

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