Bilingual Insurance Case Coordinator
4 weeks ago
POSITION SUMMARY
The Insurance Case Coordinator at IG Wealth Management plays a vital role in ensuring timely and effective delivery of Insurance Services to clients. This position manages a caseload of new insurance business, acting as a liaison between Consultants, Estate Insurance Specialists, underwriters, and other insurance company representatives.
DUTIES INCLUDE:
- Verifying the accuracy of all new insurance applications and resolving any inaccuracies.
- Maintaining accurate and complete records using the Insurance back-office system.
- Completing weekly follow-ups on pending cases and investigating any outstanding requirements.
- Providing information to stakeholders through written, telephone, and email requests.
QUALIFICATIONS:
- 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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