Insurance Case Coordinator

2 days ago


Winnipeg, Manitoba, Canada IG Wealth Management Full time

Position Overview

The Insurance Case Coordinator plays a crucial role in managing new insurance business for Estate and Planning Specialists at IG Wealth Management, ensuring timely and effective delivery of Insurance Services to clients.

Duties and Responsibilities:

  • Act as liaison between Consultants, Estate Insurance Specialists, underwriters, insurance company representatives, and regional health services providers to facilitate seamless communication and collaboration.
  • Verify the accuracy of all new insurance applications, taking proactive steps to resolve any inaccuracies and ensure compliance with regulatory requirements.
  • Maintain accurate and complete records using the Insurance back-office system, ensuring prompt resolution of outstanding requirements and issues.
  • Conduct weekly follow-ups on pending cases, investigate and resolve any outstanding requirements, and provide regular updates to stakeholders.
  • Provide information to stakeholders through written, telephone, and email requests, demonstrating excellent communication and problem-solving skills.

Qualifications and Requirements:

  • Minimum 2 years of experience in a business environment, preferably in the financial services industry, with a strong understanding of insurance products and services.
  • Post-secondary certificate or diploma in a business-related discipline, such as finance, management, or administration.
  • Excellent communication, problem-solving, and organizational skills are essential for success in this role.
  • Able to communicate and work effectively with a diverse group of stakeholders, including consultants, underwriters, and clients.
  • Strong PC skills, with practical experience using Microsoft Office, particularly Excel and Access.
  • Bilingual – French is a requirement for this position, with the ability to communicate fluently with clients and colleagues.

Compensation and Benefits:

The estimated salary for this position is $55,000 - $65,000 per year, depending on experience. IG Wealth Management offers a comprehensive benefits package, including medical and dental coverage, retirement savings plan, and opportunities for professional development and growth.



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