Medical office administrator supporting Felix’s online healthcare platform and healthcare practitioners. Managing clinical files, lab requisitions, virtual consultations, and protected health information.
About the role
- New Business Administrator processing life insurance applications for PPI, an insurance marketing organization supporting independent advisors. Managing underwriting, policy settlement, advisor communication, and WealthServ records.
Responsibilities
- Process new business applications through issue and settlement while maintaining compliance, accuracy and timeliness
- Manage assigned files from submission to commission and identify urgencies or problems affecting processing
- Order underwriting requirements and ensure medical and financial documentation is received
- Prepare requirements for mailing to insurance carriers and advisors
- Build relationships with assigned advisors and serve as a consistent point of contact
- Communicate application status between insurance carriers, advisors and paramedical facilities
- Review issued policies for accuracy and ensure advisors receive copies
- Settle policies by following up on outstanding requirements and obtaining signatures
- Record progress in WealthServ according to service standards
- Inform advisors about underwriting details and resolve underwriting-related issues
- Verify and update carrier feeds where applicable
- Support PPI’s ESG commitments
- Perform additional responsibilities and special projects
Requirements
- A minimum of 2-5 years’ administrative experience, preferably in the insurance industry with an emphasis on new business processes
- Industry designation(s) (FLMI, ACS, AIAA) considered an asset
- Superior organizational and time management skills with proven ability to handle high volumes of work and tight deadlines
- Proven accuracy, attention to detail and data entry skills
- Excellent written and verbal communication skills
- Strong interpersonal skills with a demonstrated ability to develop and maintain relationships and work within a team environment
- Ability to represent self, office and organization in a professional, positive manner at all times
- Ability to handle sensitive and confidential information in a professional manner
- Knowledge of WealthServ and Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular
Benefits
- Hybrid work environment
- Work from home up to 3 days per week
- Opportunities to learn and develop skills and career
- Inclusive, equitable and collaborative workplace
- People-focused culture
- Meaningful impact through work
- Fun workplace culture
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Degree requirement
No Education Requirement
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Medical office administrator supporting Felix’s online healthcare platform, which provides on - demand healthcare treatment. Managing practitioner files, lab workflows, consultations, and clinical administration.
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