Bilingual Insurance Coordinator

3 weeks ago


Winnipeg, Manitoba, Canada IG Wealth Management Full time

ROLE RESPONSIBILITIES

The Insurance Case Coordinator is responsible for managing a caseload of new insurance business for Estate and Planning Specialists at IG Wealth Management. This involves ensuring timely and effective delivery of insurance services to clients.

KEY TASKS:

  • Act as a liaison between Consultants, Estate Insurance Specialists, underwriters, and other insurance company representatives, as well as regional health services providers.
  • Verify the accuracy of all new insurance applications and resolve any discrepancies.
  • Maintain accurate and complete records using the insurance back-office system.
  • Complete weekly follow-ups on pending cases and investigate/resolve any outstanding requirements.
  • Provide information to stakeholders through written, telephone, and email requests.

REQUIREMENTS:

  • 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, including practical experience with Microsoft Office, Excel, and Access.
  • Bilingual – French is a requirement for this role.

WORK ENVIRONMENT:

IG Wealth Management offers a dynamic work environment that fosters collaboration and professional growth. As a Bilingual Insurance Case Coordinator, you will have the opportunity to work with a diverse group of stakeholders and contribute to the success of our Estate and Planning Specialists.



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