Description:
This role provides clerical support to the entire New Business organization. You will work with AURA, Onbase, and require knowledge of Corporate Client. This is a centralized role that supports all companies (Great-West Life, London Life and Canada Life) and products (life and living benefits).
What you will do:
- Accurate Indexing of all incoming new images in Onbase
- Manage the unmatched evidence queue to ensure evidence is attached to the appropriate application as soon as possible during the underwriting process.
- Complete process of sending authorization for requests for Physicians reports
- Separate and index paper documents received in the department
- Manage requests and receipt of shared evidence with other insurance carriers
- Manual MIB searches
- Sending evidence for MIB requests for information
- Ensure MIB hits receive underwriter review
- Contacting other insurance companies to secure shared evidence
- Support other members of the New Business department with clerical duties
- Manage outgoing mail: E-app confirmation reports;Client letters
- London ADMs – Assemble Contracts to be mailed out to Advisor Office
What you will bring:
- High degree of accuracy
- Attention to detail
- Understanding of all forms for accurate mail direction
- Above average organizational skills
- Excellent team player
- Multi tasker
- Can work independently
- Shows initiative
- Strives to exceed service levels
- Ability to handle high volumes, multiple demands and stressful conditions