IFS Administrator supporting individual insurance advisors, client service, and new business processing. Maintaining compliant records and coordinating applications with clients, carriers, and internal teams.
Responsibilities
Process client service requests and prepare documentation, correspondence, and follow-up communications
Coordinate with clients, carriers, and internal stakeholders to resolve service inquiries and maintain current client records
Prepare, review, and submit new business applications
Monitor applications through underwriting and approval, following up on outstanding requirements
Provide advisors with updates on applications, service requests, and file status
Support advisor operations through meeting preparation, onboarding administration, and documentation coordination
Maintain organized electronic records compliant with privacy, regulatory, and internal standards
Support reporting, data tracking, and process improvement initiatives
Requirements
2+ years of administrative experience in insurance, wealth management, financial services, or benefits
Experience in Individual Insurance is a must
Strong working knowledge of Excel, DocuSign, and Copilot
Strong attention to detail
Ability to maintain accurate, complete, and organized files
Benefits
Competitive salaries
Comprehensive group benefits plan
Generous retirement savings plan
Inclusive and accessible work environment
Accommodation or alternative posting format upon request
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