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Case Coordinator, Life

5 months ago

Markham, Canada NFP Corp Full time

**Business Line: Life & Wealth**

**Hours Per Week**:35 (Full-Time)

**Job Duration**: Full-Time, Permanent

***

**About the Role**

***

**What You’ll Do**
- Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests.
- Liase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval.
- Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed.
- Maintain and organize all case - related documentation, ensuring compliance with company and industry standards.
- Work with underwriting teams to obtain preliminary opinions.
- Entering underwriting and policy data into Sales Force.
- Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS).

**What You Bring**
- Bachelor’s degree is preferred.
- Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration.
- Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.).
- Proficiency in Microsoft office and Excel.
- Strong organizational and multitasking abilities.
- Ability to manage a high-volume workload in a fast-paced & demanding environment.
- Proficient in collaborative teamwork while also demonstrating strong independent work capabilities.
- Ability to think critically, problem-solve and develop solutions beyond the surface.
- High attention to detail.
- Excellent interpersonal, verbal, and written communication.
- Ability to work independently and as part of a team.
- Service oriented - no task too small

**Who We Are**

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

**What’s In It For You**

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.
- A hybrid environment approach that keeps the best interests of our staff and our clients in mind
- Annual bonus plan for all employees
- Matching RRSP plan of 5% of salary
- Referral Commission Plan
- Generous benefits plan including Health Care Spending Account starting on the first day of employment
- Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
- Reimbursement of license fees and professional membership dues
- A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

**Our employees are the foundation of our success.**
- NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community._
- Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward._
- Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work._ _We contribute to different organizations, including CIBC Run for the Cure,_ _Autism Speaks, KRG Children's Charitable Foundation and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country._
- Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone. _