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Bilingual Insurance Case Coordinator

2 months ago

Manitoba, Canada IG Wealth Management Full time

Job Summary

The Insurance Case Coordinator plays a crucial role in managing a caseload of new insurance business for Estate and Planning Specialists at IG Wealth Management. This position ensures that Insurance Services are provided to clients in a timely and effective manner.

Key Responsibilities

  • Act as the liaison between Consultants, Estate Insurance Specialists, underwriters, and other insurance company representatives, as well as regional health services providers.
  • Verify the accuracy of all new insurance applications and take steps to resolve any inaccuracies.
  • Ensure all outstanding requirements, such as questionnaires, amendments, and payments, are received and recorded.
  • Maintain accurate and complete records using the Insurance back-office system.
  • Complete weekly follow-ups on pending cases, investigate and resolve any 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 are essential.
  • 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.