Bilingual Insurance Case Coordinator

4 weeks ago


Winnipeg, Manitoba, Canada IG Wealth Management Full time

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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