Insurance Operations Coordinator
2 weeks ago
TD Bank is committed to delivering exceptional customer experiences and enriching the lives of our customers, communities, and colleagues.
We are currently seeking a highly skilled Insurance Operations Coordinator to join our team in Winnipeg, Manitoba. As an Insurance Operations Coordinator, you will play a critical role in providing quality administrative and sales support to TD Wealth Sales Channels.
Key Responsibilities:
- Provide comprehensive administrative support to Estate Planning Advisors (EPA's) day-to-day operations
- Process new business for EPAs and Investment Advisors Portfolio Managers and Financial Planners facilitated by the EPA
- Follow-up and monitor in-force and pending cases
- Maintain application quality assurance
- Verify, witness, and settle new insurance policies
- Provide policy change (replacement) servicing
- Deliver ongoing insurance sales support to all advisors within the region
- Keep the TDWISI Sale Channels informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
- Overall management of the client experience through direct client engagement or support of RM's client engagement
Requirements:
- University degree considered an asset
- 3+ years of service experience in the Life Insurance industry in an administrative or Sales supporting role
- Level 2 Life License or LLQP (or attained within the first 6 months of start date)
- Requires comprehensive knowledge of life, critical illness, and disability insurance processing and products
- Designations such as Certified Financial Planner (CFP), Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC), or similar designations are considered an asset
- In-depth understanding and practical knowledge of insurance solutions (products and services, processes, procedures, and systems) with client and wealth management team relationship building
- Strong communication skills with ability to work in a team as well as independently
Educational Benefits:
We offer training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Our Values:
At TD, we're guided by our purpose to enrich the lives of our customers, communities, and colleagues.
Our Commitment to Diversity, Equity, and Inclusion:
At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work.
Estimated Salary: $65,000 - $85,000 per year based on location and experience.
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