Bilingual Insurance Case Coordinator (18-20-month term)

POSITION SUMMARY

The Insurance Case Coordinator manages a caseload of new insurance business for Estate and Planning Specialists to ensure that Insurance Services are provided to clients in a timely and effective manner.

DUTIES INCLUDE :

Acting as the liaison for Consultants, Estate Insurance Specialists underwriters and other insurance company representatives, as well as regional health services providers.

Verifying the accuracy of all new insurance applications, taking steps to resolving any inaccuracies.

Ensuring all outstanding requirements, such as questionnaires, amendments, and payments, are received and recorded.

Maintaining accurate and complete records using Insurance back-office system.

Completing weekly follow ups on pending cases, investigation & resolution of any outstanding requirements

Providing information to stakeholders, through written, telephone and email requests.

QUALIFICATIONS :

Minimum 2 years of experience in a business environment, preferably in the financial services industry

Post-secondary certificate or diploma in a business-related discipline

Excellent communication, problem solving, and organizational skills are essential

Ability to communicate and work effectively with a diverse group of stakeholders

Strong PC skills, practical experience with Work, Excel and Access

Bilingual – French is a requirement