Bilingual Insurance Case Coordinator Specialist
2 weeks ago
POSITION SUMMARY
The Insurance Case Coordinator is responsible for managing a portfolio of new insurance business for Estate and Planning Specialists. The role ensures timely and effective delivery of Insurance Services to clients. The coordinator serves as a liaison between Consultants, Estate Insurance Specialists, underwriters, and regional health services providers.
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.
- Ensuring all outstanding requirements, such as questionnaires, amendments, and payments, are received and recorded.
- Completing weekly follow-ups on pending cases, investigation, and resolution of 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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