Insurance Coordinator

1 month ago


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

At National Bank, we're seeking a highly skilled Insurance Coordinator to join our team. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.

Key Responsibilities:
  • Monitor the progress of applications through underwriting and policy issue, including the status of 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 the issuing of policies.
  • 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, requests for CSVs, and NSF's.
  • Implement changes to policies, including PAD, beneficiary changes, ownership forms, address changes, and claims.
  • 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.
  • Manage electronic and paper records and files, respecting security standards.
  • Assist in the financial settlement of policies and reconciliation of policy commissions.
Requirements:
  • An active life and accident & sickness insurance license in good standing.
  • Experience using the Microsoft Office suite, Adobe Acrobat, and insurance company advisor portals in Canada.
  • Knowledge of Disability insurance is an asset.
What We Offer:

As a National Bank employee, you'll enjoy a wide range of benefits, including competitive compensation, health and wellness programs, flexible group insurance, a generous pension plan, and more.

We're committed to creating a positive employee experience and fostering a culture of inclusivity and diversity. If you're passionate about delivering exceptional service and working in a dynamic environment, we encourage you to apply.



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