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Insurance Case Management Coordinator

3 months ago

Manitoba, Canada IG Wealth Management Full time
Job Overview:

Insurance Case Coordinator

The Insurance Case Coordinator plays a vital role in managing a portfolio of new insurance applications for Estate and Planning Specialists, ensuring that clients receive prompt and efficient Insurance Services.

Key Responsibilities:

  • Serving as a point of contact for Consultants, Estate Insurance Specialists, underwriters, insurance representatives, and regional health service providers.
  • Ensuring the precision of new insurance applications and resolving any inconsistencies.
  • Overseeing outstanding requirements such as questionnaires, amendments, and payment processing.
  • Maintaining precise records utilizing the Insurance back-office system.
  • Conducting weekly follow-ups on pending cases, investigating and addressing any outstanding requirements.
  • Communicating information to stakeholders through written correspondence, phone calls, and email.

Required Qualifications:

  • A minimum of 2 years of experience in a professional setting, ideally within the financial services sector.
  • A post-secondary certificate or diploma in a business-related field.
  • Exceptional communication, problem-solving, and organizational abilities are essential.
  • Capability to work collaboratively with a diverse range of stakeholders.
  • Strong computer skills, with practical experience in Word, Excel, and Access.
  • Bilingual proficiency in French is mandatory.