Life Insurance Case Coordinator

6 months ago


Thornhill, Canada My Insurance Broker Corp Full time

Looking to grow your career? Think of My Insurance Broker We are one of the largest independently owned and fastest growing insurance brokerages in Canada. Established in 2008 with branches in Greater Toronto Area, Hamilton, and across Canada, My Insurance Broker is dedicated to delivering exceptional insurance solutions to our customers. Beyond customer service, we prioritize employee development and corporate social responsibility.

We are expanding our well trusted team, and seeking bright, euthanistic and committed **Life Insurance Case Coordinator** to join our team. If you enjoy learning, helping people and having fun, this is the job for you Dedicated and self-motivated individuals will be given the support and structure to grow and take their careers to the next level.

**Responsibilities**
- Underwriting Support: Assisting underwriters by gathering additional information or documentation required for policy approval, communicating with brokers/agents regarding underwriting requirements, and following up on outstanding items.
- Policy Issuance: Facilitating the issuance of new life insurance policies. Upon approval, ensuring accuracy of policy details, and coordinating delivery to clients.
- Additional requirements: CSR support for brokers\agents: address changes, banking changes, beneficiary updates, and other related requirements.

**What’s in it for you?**
- Trusting, diverse and inclusive working environments
- Supportive leadership who’s focused on your success and well-being
- Continuous improvements that focus on enhancing your work and our clients’ experience #makeadifference
- Competitive Salary
- Comprehensive Group Benefit Plan
- Employee Assistance Program
- Exciting Company Social Events
- Full support for continuing education & internal opportunities to grow
- Reimbursement of license fees and professional membership dues

**What we are looking for**
- 2+ years progressive customer service skills.
- Experience in case coordination would be an asset.
- Ability to thrive in a high energy culture.
- Ability to think critically and move through work efficiently.
- Excellent written and verbal communication skills
- Exceptional organizational skills
- Knowledge of life insurance, insurance terminology and products are an asset
- University Degree, College Diploma or equivalent working experience

**Attributes**:

- **Outstanding Communication**:Expresses ideas and shares information clearly, concisely and thoroughly, articulates messages, modifies approach and builds connections/trust.
- **Strong analytical skills**:evaluate conflicting information from various key sources in order to assess risk in making timely and effective decisions with appropriate.
- **Adaptability**:adapts and stimulates change to achieve the desired results.
- **Resilience**:drives forward towards objectives in the face of adversity and resistance.
- **Solution Focused**:Owns problems through to resolution; demonstrates the ability to make sound and timely decisions, applies analytic/systematic reasoning to positively impact results, organizational performance, and the customer experience.
- **Exceptional Time Management and Organizational Skills**:Ability to manage cases within deadlines by balancing new and existing cases and shifting priorities.

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

Work Location: In person



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