New Business Administrator

Communication - Marketing - Sales
5-month contract
Data entry
Quality control
June 13, 2016
Updated on
September 20, 2017
Valid until

Under the supervision of the Manager or Team Leader, the incumbent is responsible for all aspects of new business administration.


Data entry:

Create the client file from all paper applications including:

- the identification of the client, coverage and beneficiary

- PAC authorization and banking info

- investment allocation for some products

- the medical and non-medical declaration of insurability for the underwriting system to analyse which could also lead to a direct issue of policy (and assumption of the risk by iA up to $200,000)


Identify inaccuracies/problems on applications and investigate them with the brokers/field offices by:

- calling and emailing agencies and brokers

- following up, if no response is received within the set deadline

- attending the team’s general mail box

- calling or e-mailing other departments

Quality control:

- ensuring that the risk of up to $200,000 – approved by the underwriting system – is based on correct information and any sensitive information is relayed

- ensuring that initial and subsequent bank withdrawals are exact

- ensuring that signature forms for electronically submitted applications are validated by brokers or agency staff

- validating applications entered by iA staff and/or agency staff

- printing the appropriate document classification to be imaged

- validating the client’s authorization to proceed with PAC and MIB

- completing system corrections to newly issued contracts

Account transactions:

- deposits by cheques or bank withdrawals

- processing of NSF cheques

- balancing of deposit accounts

- transferring deposit from one account to another

- issuing cheques

- cancelling cheques

- clearing imbalances from the accounting system

- journal entries

Correspondence to clients or clients’ doctors:

- review all letters and cheques produced for declined, withdrawn or postponed files

- prepare letters to client and doctors to explain adverse decisions

- sends fax requests to other carriers in order to share medical evidence

Issuing policy contracts:

- will issue policy contracts using ISCM system (from auto to complex) making sure that the policy premium matches the illustration or special quote

- will calculate and proceed with manual calculations and adjustments for specific situations (replacement, agent or employee policies)

- will amend the contract based on the gaps found during the validation process or change requested by the agencies, making the specific adjustment in the admin system and creating an amendment at issue

- prepare manual amendments that were not generated by the system

- will handle conversion, change request and file reopening

- final review before mailing

- maintain relationships with employees and departments across the organization and share and exchange information required to complete assigned work.


Expertise / Knowledge / Skills:

- excellent organizational and prioritization skills

- excellent communication skills

- ability to work independently and under pressure

- high level of accuracy in data entry

- exceptional concentration and attention to detail

- able to function as part of a team

- learning capacity / willingness to learn

- adaptable to change

- high level of computer literacy

- motivated, enthusiastic, innovative

- basic understanding of accounting principles would be an asset

- bilingual (French) would be an asset


College or high school diploma


2 to 4 years’ related experience