Insurance Case Coordinator

3 weeks ago

Old Toronto, Canada Aviso Wealth Full time

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at .

The Opportunity:

We’re looking for an Insurance Case Coordinator (ICC) to join our Insurance Operations team.

This role requires you to perform essential duties 1-3 days per week in your assigned Aviso Office. We are at 105 Graham Avenue, Winnipeg, MB.

Reporting to the Supervisor, Insurance Operations, the incumbent is responsible for handling back-office operations in line with departmental, divisional, and corporate goals and strategies for a full service Managing General Agency including new business and in-force support for advisors and their assistants

The incumbent needs to have excellent oral and written communication skills as they will interact with multiple parties internally and externally (Carriers and our agency partners).

Must demonstrate excellent judgment and interpersonal skills, including the ability to request changes and exceptions from insurance companies related to new business processing, where possible. Needs to be sufficiently familiar with insurance back-office operations to understand priorities and be able to identify opportunities for service enhancement and efficiencies in our back office.

Who you are:

  • Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

  • New business data entry in insurance system (WealthServ), including application screening, and ordering required medicals in a timely manner. Facilitating transfers of insurance policies between distribution channels such as MGAs and National Accounts. Ordering and canceling of agent codes for new and terminated advisors. Understanding our AGA relationship, and becoming familiar with these processes, contacts, and carrier websites
  • Accountability to complete all necessary follow up with insurance companies from the time application is submitted to placement of policy. Updating the insurance system to reflect status changes is an essential part of the new business function
  • Conduct weekly follow-up for status updates on each pending file and update insurance system daily to reflect status changes and communicate these changes to appropriate parties. This includes checking policies and transfers for accuracy and handling delivery requirements where appropriate
  • Responsible for maintaining the CIS mailboxes and upholding Service Level Standards internally and externally. Handles all status queries from advisors, assistants/coordinators, insurance companies and Regional Insurance Consultants for general inquiries; including research and problem resolution to ensure speedy results
  • Solid understanding of the WealthServ system including Carrier Pending Feeds and in-force feeds when implemented. Data clean up, and assisting with implementation of vendor software releases including reports and data extracts are required
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