Insurance Coordinator, Case Manager

3 weeks ago

Markham, Canada Financial Horizons Group Full time

Do you see yourself as a strong communicator? Are you someone that loves to stay organized? Is going the extra mile for your clients something you take pride in? Are you fluent in English and Mandarin?

If ‘yes’ is the only answer that comes to mind, then you could be the next **Insurance Coordinator** to join the FH family Curious, and want to know more? Keep reading to see if this position is the one for you

**What will you be doing in this role?**
- Liaison between the advisor and insurance carrier
- Communicates effectively with colleagues, insurance carriers, advisors and clients
- Work extensively with back office systems, WealthServ, as well as insurance carrier websites
- Responsible for maintaining an organized filing system for easy referral and retrieval
- Meet/exceed SLAs (Service Level Agreements)

**Case Management**:

- Provide case management to the assigned advisor
- Regularly and timely follow up regarding pending business cases
- Maintain regular communication between carriers and advisors throughout underwriting process
- Ensure advisors receive clear and consistent communication regarding pending cases
- Update and maintain WealthServ system with current information at all times
- Perform any other duties as assigned

***

**What qualifications are required?**
- College diploma, University degree, or equivalent experience
- Industry courses would be an asset
- Professional/Technical Certification or Licenses are an asset
- Fluency in English and Mandarin required
- Cantonese an asset

**What competencies are required?**
- Service oriented
- Self-starter and self-motivated
- Time management skills
- Verbal and written communication skills
- Attention to detail and follow through
- Organizational skills
- Teamwork and collaboration
- Interpersonal skills
- Adaptability

**What should your experience look like?**
- Post-Secondary degree or related work experience
- Proven experience in insurance/financial services industry
- Proven experience in customer service
- Proven experience with Microsoft programs such as Word, Excel and Outlook
- Experience in WealthServ an asset
- Sound knowledge of insurance and investment products

**Benefits & Perks**

As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees An organization that lives and breathes its DRIVER values.

These are some of the benefits we provide:

- 3 weeks of paid vacation
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible and supportive Personal Days for employee or family illness, emergency etc.
- Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
- Wellness Credit program
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development

**Who are we?

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