Insurance Case Coordinator
1 month ago
Job Summary
The Insurance Case Coordinator plays a vital role in ensuring timely and effective delivery of Insurance Services to clients. This position requires strong communication and organizational skills to manage a caseload of new insurance business.
Key Responsibilities:
- Act as liaison between Consultants, Estate Insurance Specialists, underwriters, and regional health services providers.
- Verify accuracy of new insurance applications and resolve any inaccuracies.
- Maintain accurate records using Insurance back-office system.
- Complete weekly follow-ups on pending cases and investigate/resolve outstanding requirements.
- Provide information to stakeholders through written, telephone, and email requests.
Requirements:
- Minimum 2 years of experience in a business environment, preferably in the financial services industry.
- Post-secondary certificate or diploma in a business-related discipline.
- Excellent communication, problem-solving, and organizational skills.
- Ability to communicate and work effectively with diverse stakeholders.
- Strong PC skills, practical experience with Word, Excel, and Access.
- Bilingual - French is a requirement.
About IG Wealth Management
IG Wealth Management is a leading wealth management company dedicated to providing exceptional service and expertise to our clients. We are committed to building long-term relationships and helping our clients achieve their financial goals.
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