Insurance Case Coordinator

Direct message the job poster from 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 www.aviso.ca. Opportunity We’re looking for an Insurance Case Coordinator (ICC) to join our Insurance Operations team. Responsibilities Dedicated point of contact for Insurance Advisors and Assistants which requires building relationships, guiding advisors to Insurance resources and providing direction on the advisors’ back‑office processes. We are responsible for both service and operations. Managing up to 250 new business and in‑force cases, GIC, Annuities, and basic health. Data entry in the insurance system (WealthServ), including application screening, and ordering required medicals in a timely manner. Navigate 10 insurance carriers’ websites to identify underwriting requirements and ensure accurate information is online and addressing discrepancies directly with carriers. Learn additional functions within the team, contracting, mail, transfers, CIS Admin general inquiries and the large cases to provide back‑up support and participate in projects. 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. This includes checking policies for accuracy and handling delivery requirements. Responsible for maintaining the CIS mailboxes and upholding Service Level Standards internally and externally. Including research and problem resolution to ensure speedy results. Conduct weekly follow‑up for status updates on each pending file and update the insurance system daily to reflect status changes and communicate these changes to appropriate parties. Solid understanding of the WealthServ system including Carrier eApp and Pending Feeds, data clean‑up and assisting with implementation of vendor software releases including reports and data extracts. Stay current on the 10 carrier processes, insurance industry standards/practices and operational changes and incorporate these changes into your day‑to‑day tasks. Collaborate with the Regional Insurance Consultants to help address challenges and delays from advisors’ responses to remove roadblocks to settling insurance policies. Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments, work independently with minimum supervision and a high degree of personal initiative. Qualifications Post‑Secondary Education, together with recognized industry and leadership certification is an asset. Minimum 1 year of progressive insurance industry experience and 3 years of administrative skills (preferred). Mid‑level proficiency in Microsoft Office (Excel, Word, Outlook) and Internet; familiarity with insurance systems and websites is an asset; ability to learn new software; fast and accurate typing skills (required). Solid understanding of insurance new business procedures and underwriting process from application submission to policy settlement. Familiarity with how these processes affect different types of products such as life insurance and living benefits. Familiarity with industry‑related feed technology and Canadian insurance data standards into WealthServ, CLIEDIS, CITS. Excellent interpersonal and communication skills with the confidence to present information to different audiences. This includes the ability to request exceptions, changes and explanations from insurance companies as required. Fluent communication skills in English are required and bilingual skills in French are an asset. Excellent problem‑solving skills to deal with exceptions, elevate issues and determine solutions. Demonstrate creativity, innovation, and an ability to anticipate business needs while solving problems quickly and efficiently for an exceptional service experience. Disciplined work ethic, exceptional organizational skills, and ability to prioritize and multitask work independently with minimum supervision and a high degree of personal initiative. Benefits Competitive compensation package that rewards and recognizes individual contributions. Excellent health, dental and insurance benefits to meet the diverse needs of our employees. Generous vacation time, fitness benefit, parental leave top‑up options. Matching contributions to our retirement program. Commitment to the continuous improvement of our staff through learning & development and an education assistance program. Regular social events to foster teamwork. Privacy and Data Collection By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies. Equal Employment Opportunity Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. Job Details Seniority level: Associate Employment type: Full‑time Job function: Finance Salary This position is posted with an expected salary range of $50,000 – $60,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position. #J-18808-Ljbffr