Case Specialist

3 weeks ago

London, Canada IDC Worldsource Insurance Network Full time

**JOB STATEMENT**:
The key role of the Case Specialist is to provide support and to communicate with IDC Worldsource Insurance Network’s advisors with the objective of facilitating the settlement of all new business in the most efficient manner possible.

**ESSENTIAL FUNCTIONS**:

- **Processing - New Insurance Business **_
- Communicating with the Contracting and Compensation Administrator and/or other Case Specialists to ensure timely processing;
- Working closely with each carrier to ensure timely approval and settlement of contracts;
- Communicating relevant information or changes in status of pending business to producers;
- Managing detailed information on WealthServ for efficient tracking and measurement of business and processing performance;
- Assisting advisors in ordering medical requirements when required;
- Providing assistance and/or training on MGA systems and tools;
- Assisting in managing the various carrier websites and updating client files; and
- Processing field underwriting and procedural inquiries from advisors.
- **Processing - In Force/Policy Service **_
- Reviewing and processing In Force policy service requests;
- Working closely with each carrier to ensure a timely decision/approval;
- Communicating all updates from carriers to the advisor;
- Processing “non-underwriting” policy service requests; and
- Fielding advisor inquiries regarding policy service issues and adhering to the service level standards for each advisor group.
- **Other Responsibilities **_
- Communicating with the department head regarding all internal and external issues;
- Assisting with other administrative tasks as needed; and
- Assisting with reception duties when required.

**QUALIFICATIONS**:

- Post-secondary education
- Completion of LOMA courses (i.e. FLMI, ACS) considered an asset
- 3 years+ experience working in a customer service environment
- Strong knowledge of MS Word, Excel, Outlook, PowerPoint
- Experience with WealthServ an asset
- Ability to work effectively and efficiently in a team environment
- Excellent oral and written communication skills and strong negotiation skills
- Detail-oriented with high degree of accuracy
- Ability to multi task and process in a timely manner and meet deadlines
- Organized with the ability to prioritize workload
- Strong problem-solving abilities

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Vision care

Schedule:

- Monday to Friday

Application question(s):

- What are your salary expectations?

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Customer service: 3 years (preferred)

Ability to Commute:

- London, ON N6L 1G4 (required)

Ability to Relocate:

- London, ON N6L 1G4: Relocate before starting work (required)

Work Location: In person

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