Insurance Operations Coordinator

2 weeks ago


Winnipeg, Manitoba, Canada TD Bank Full time

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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