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Case Coordinator, Life Insurance Specialist

2 months ago

Markham, Ontario, Canada NFP Full time
About the Role

We are seeking a detail-oriented and organized individual to join our team as a Case Coordinator to support the needs of our Life & Wealth Management division. In this role, you will be responsible for entering application data, coordinating medical orders, underwriting and implementation, issuance and delivery of complex policies.

Key Responsibilities
  1. Enter new insurance applications into the carrier portals ensuring all necessary information is complete and accurate.
  2. Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests.
  3. Liaise with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval.
  4. Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed.
  5. Maintain and organize all case-related documentation, ensuring compliance with company and industry standards.
  6. Identify and resolve any issues or delays in the application process, working proactively to keep cases moving forward.
  7. Provide exceptional customer service to clients, answer questions and address concerns related to the application process.
  8. Work with underwriting teams to obtain preliminary opinions.
  9. Enter underwriting and policy data into Sales Force.
  10. Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS).
What You Bring
  1. Bachelor's degree is preferred.
  2. Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration.
  3. Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.).
  4. Proficiency in Microsoft Office and Excel.
  5. Strong organizational and multitasking abilities.
  6. Ability to manage a high-volume workload in a fast-paced & demanding environment.
  7. Proficient in collaborative teamwork while also demonstrating strong independent work capabilities.
  8. Ability to think critically, problem-solve and develop solutions beyond the surface.
  9. High attention to detail.
  10. Excellent interpersonal, verbal, and written communication.
  11. Proven experience providing excellent client service predominantly through email communication.
  12. Ability to work independently and as part of a team.
  13. Service oriented – no task too small.
What's In It For You
  1. A hybrid environment approach that keeps the best interests of our staff and our clients in mind.
  2. Annual bonus plan for all employees.
  3. Matching RRSP plan of 5% of salary.
  4. Referral Commission Plan.
  5. Generous benefits plan including Health Care Spending Account starting on the first day of employment.
  6. Full support for continuing education & internal opportunities to grow as an insurance professional to advance career.
  7. Reimbursement of license fees and professional membership dues.
  8. A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration.