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New Business Processor Jobs in Calgary, AB (NOW HIRING)

People Corporation

Inside Sales Consultant

Calgary, AB

CA$50K - CA$55K/yr

Customer service focused, with the ability to work alongside the new business development process. * Excellent communication and active listening skills. * A solution and results oriented individual ...

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Showing results 21-40

All JobsNew Business Processor JobsNew Business Processor Jobs in Calgary, AB

New Business Processor information

What skills and qualifications are needed to be a new business processor?

To thrive as a New Business Processor, you need strong organizational skills, attention to detail, and a foundational understanding of insurance or financial products, often supported by a high school diploma or relevant experience. Familiarity with customer relationship management (CRM) systems, document management software, and industry-specific platforms is typically required. Excellent communication, problem-solving abilities, and the capacity to manage time effectively are crucial soft skills. These skills ensure accurate processing of new business applications, minimize errors, and facilitate efficient client onboarding.

What is a new business processor?

New Business Processors are professionals who handle the initial processing and setup of new client accounts, policies, or contracts within financial, insurance, or similar organizations. They review, verify, and enter client information, ensuring all documentation is complete and accurate before forwarding it for further approval or underwriting. Their work is crucial to maintaining efficient workflow, regulatory compliance, and positive client experiences during the onboarding process.

What is the difference between New Business Processor vs Customer Service Representative?

AspectNew Business ProcessorCustomer Service Representative
CredentialsBasic office skills, sometimes industry-specific certificationsSame as New Business Processor, often with customer service training
Work EnvironmentOffice setting, processing new client applicationsOffice or call center, handling customer inquiries
Employer & IndustryFinancial, insurance, banking sectorsRetail, telecom, banking sectors
Search & ComparisonOften compared for roles involving client onboardingMore focused on ongoing customer support

The main difference is that a New Business Processor primarily handles onboarding and processing new client applications, while a Customer Service Representative focuses on ongoing customer support and issue resolution. Both roles require strong communication skills and industry knowledge but serve different stages of the customer lifecycle.

What are common challenges faced by new business processors during client onboarding?

New Business Processors often encounter challenges such as managing tight deadlines, ensuring that all client documentation is accurate and complete, and coordinating with multiple internal departments like underwriting and compliance. Navigating diverse client requirements and adapting to frequent policy or system updates can also be demanding. However, strong organizational skills, clear communication, and attention to detail are key to overcoming these obstacles and ensuring a smooth onboarding experience for new clients.
What are popular job titles related to New Business Processor jobs in Calgary, AB? For New Business Processor jobs in Calgary, AB, the most frequently searched job titles are:
What job categories do people searching New Business Processor jobs in Calgary, AB look for? The top searched job categories for New Business Processor jobs in Calgary, AB are:
New Business Processor jobs near you
Infographic showing various New Business Processor job openings in Calgary, AB as of August 2026, with employment types broken down into 72% Full Time, 26% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Business Analyst - IT & Financial Systems

PTW Energy Services Ltd.

Calgary, AB • On-site

Full-time

Posted 19 days ago

Job description

Business Analyst IT & Financial SystemsPosition Summary

PTW Energy Services Ltd. is seeking a motivated Business Analyst IT & Financial Systems to support IT-enabled business processes across our 39 branch locations and field construction operations.

This role serves as a bridge between business stakeholders and technology teams, with a focus on financial systems, invoice automation, process improvement, and operational efficiency.

The successful candidate will help improve business processes, standardize branch operations, support system enhancements, and contribute to technology initiatives that improve day-to-day business operations.

Key ResponsibilitiesBusiness Analysis & Stakeholder Engagement
  • Partner with Finance, Operations, and branch leaders to gather and document business requirements.
  • Translate business needs into clear functional specifications and technical requirements.
  • Facilitate workshops, process mapping sessions, and stakeholder reviews.
  • Serve as the liaison between IT delivery teams and business stakeholders.
Process Optimization & Automation
  • Analyze workflows across branch locations and identify efficiency improvements.
  • Support initiatives to standardize processes across all 39 branches.
  • Support invoice automation, including AP/AR workflows, approvals, and integrations.
  • Identify opportunities to automate manual financial and operational processes where practical.
Financial Systems & ERP Support
  • Work with accounting teams to identify and deliver system improvements.
  • Support the implementation and optimization of accounting and ERP platforms.
  • Align financial processes with IT systems, including General Ledger (GL), Accounts Receivable (AR), Accounts Payable (AP), invoicing, and reporting.
  • Assist with system integrations and data flow between operational and financial systems.
Data & Reporting
  • Define business requirements for reports and dashboards.
  • Support data analysis for operational and financial decision-making.
  • Maintain data integrity across systems and processes.
Project Delivery
  • Participate in IT projects, including upgrades, migrations, and deployments.
  • Support user acceptance testing, documentation, and training for new systems and processes.
  • Track requirements, risks, and deliverables throughout the project lifecycle.
Required Qualifications
  • 35 years of Business Analyst experience in IT or business systems environments.
  • Experience supporting financial or accounting systems.
  • Hands-on experience with invoice automation or AP/AR process improvement.
  • Strong understanding of business process modelling.
  • Experience working with cross-functional teams in a multi-location organization.
  • Excellent communication, facilitation, and documentation skills.
Preferred Qualifications
  • Experience with ERP systems.
  • Knowledge of construction, industrial services, or multi-branch operations.
  • Exposure to integration technologies and data flows between systems.
  • Familiarity with reporting tools such as Power BI or SQL.
  • Experience with cloud ERP implementations.
  • Exposure to job costing or project accounting.
  • Understanding of branch-level financial operations.
Key Competencies
  • Strong analytical and problem-solving skills.
  • Ability to manage stakeholders across dispersed locations.
  • Process-oriented mindset focused on standardization and scale.
  • Strong change management and influencing skills.
  • Attention to detail and a continuous improvement mindset.
Success Measures

Success in this role will be demonstrated through:

  • Improved process efficiency and consistency across branches.
  • Increased automation of invoicing and financial workflows.
  • Successful deployment and adoption of accounting system enhancements.
  • High stakeholder satisfaction across business and IT teams.
Why Join PTW?

At PTW Energy Services, we are committed to continuous improvement, innovation, and creating solutions that support our people and operations.

As a Business Analyst IT & Financial Systems, you will have the opportunity to work with teams across Finance, Operations, Branches, and IT to improve processes, support technology initiatives, and contribute to the future of how PTW operates.

You'll enjoy:

  • Competitive compensation
  • Comprehensive benefits package
  • Opportunities for career growth and professional development
  • Meaningful projects that impact the organization
  • Collaboration with teams across Finance, Operations, and IT
  • A stable career with one of Canada's leading industrial service providers