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
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