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Insurance Services Case Manager

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Manitoba, Canada IG Wealth Management Full time
Job Overview:

Insurance Case Coordinator

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

Key Responsibilities:

  • Serve as a primary contact for Consultants, Estate Insurance Specialists, underwriters, insurance representatives, and regional health service providers.
  • Ensure the accuracy of new insurance applications and rectify any inconsistencies.
  • Oversee outstanding requirements, including questionnaires, amendments, and payment processing.
  • Maintain precise records utilizing the Insurance back-office system.
  • Conduct weekly follow-ups on pending cases, investigating and resolving any outstanding issues.
  • Communicate effectively with 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.
  • Proven ability to collaborate with a diverse range of stakeholders.
  • Strong computer skills, with practical experience in Word, Excel, and Access.
  • Bilingual proficiency in French is mandatory.