Insurance Case Coordinator
2 days ago
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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