Insurance Case Coordinator

6 months ago

Toronto, Canada Aviso Wealth Full time

**Aviso**:
**The Opportunity**:
We’re looking for an Insurance Case Coordinator (ICC) to join our Insurance Operations team.

This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON.

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**:

- 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

**Requirements**:
**Your experience and skills**:

- Post-Secondary Education, together with recognized industry and leadership certification is an asset
- Minimum 2 years of progressive insurance industry experience (preferred)
- Mid-level proficiency in Microsoft Office (Excel, Word, Outlook) and Internet; familiarity with insurance systems and websites an asset; ability to learn new software; fast and accurate typing skills (required)
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Strong interpersonal and communication skills with the confidence to present information to different audiences. This includes the ability to and ability to negotiate and request exceptions, changes and explanations from insurance companies as required
Excellent problem-solving skills to deal with exceptions, escalate 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**

**Why Aviso Wealth?**

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- 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
- Regu

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