Insurance Coordinator

3 weeks ago

Winnipeg, Manitoba, Canada National Bank Full time
Job Title: Insurance Coordinator

At National Bank, we're committed to providing exceptional service to our clients. As an Insurance Coordinator, you'll play a vital role in supporting the application process from referral to policy delivery.

Key Responsibilities:
  • Monitor the progress of applications through underwriting and policy issue, including medical requirement orders and APSs.
  • Investigate issues and work with insurance carriers to find solutions.
  • Respond to requests from insurance carrier underwriters and clients to assist in policy issuance.
  • Work with underwriters to determine the best course of action for clients with challenging medical history.
  • Prepare policies for delivery to clients.
  • Support the Insurance Advisor in preparing presentations to High-Net-Worth clients.
  • Service policy owners, including past due notices, CSV requests, and NSF's.
  • Implement changes to policies, including PAD, beneficiary changes, and address updates.
  • Survey the database for upcoming policy term renewals and ensure timely follow-up.
  • Regularly review open cases and referred case lists to ensure timely follow-up and action.
Requirements:
  • An active life and accident & sickness insurance license in good standing (or willingness to obtain).
  • Experience using Microsoft Office, Adobe Acrobat, and insurance company advisor portals in Canada.
  • Knowledge of Disability insurance is an asset.
What We Offer:
  • Competitive compensation.
  • A wide range of flexible benefits, including health and wellness programs, flexible group insurance, and a generous pension plan.
  • Employee Share Ownership Plan and Employee and Family Assistance Program.
  • Preferential banking services and opportunities to get involved in community initiatives.

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. We offer a barrier-free workplace that is accessible to all employees. We welcome all candidates and want our recruitment process to be fully accessible. If you require accommodation, please let us know during your first conversations with us.

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