Insurance Case Coordinator

4 weeks ago


Manitoba, Canada IG Wealth Management Full time

Insurance Case Coordinator Role Summary

The Insurance Case Coordinator is responsible for managing a caseload of new insurance business for Estate and Planning Specialists to ensure timely and effective delivery of Insurance Services to clients. This role requires strong communication and problem-solving skills to resolve inaccuracies and ensure all outstanding requirements are met.

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 and complete 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 a diverse group of stakeholders.
  • Strong PC skills, practical experience with Word, Excel, and Access.
  • Bilingual – French is a requirement.


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