Insurance Coordinator
2 months ago
We are seeking a highly organized and detail-oriented Insurance Coordinator to join our team at National Bank. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.
Key Responsibilities- Monitor the progress of applications through underwriting and policy issue, including the status of medical requirement orders and APSs.
- Investigate issues and work with insurance carriers to find solutions.
- Respond to requests from insurance carrier underwriters and clients to assist in the issuing of policies.
- Work with underwriters to determine the best course of action for clients with challenging medical history.
- Prepare policies for delivery to clients.
- Manage new referral intake, including updating the CRM and establishing a needs analysis.
- Support Insurance Advisors in preparing presentations to High-Net-Worth clients.
- Service policy owners, including past due notices and requests for CSVs.
- Implement changes to policies, including PAD, beneficiary changes, and ownership forms.
- Surveil the database for upcoming policy term renewals and ensure timely follow-up.
- Regularly review open cases and referred case lists to ensure timely follow-up and action.
- Manage electronic and paper records and files, respecting security standards.
- Assist in the financial settlement of policies and reconciliation of policy commissions.
- An active life and accident & sickness insurance license in good standing.
- Experience using the Microsoft Office suite, Adobe Acrobat, and insurance company advisor portals in Canada.
- Knowledge of Disability insurance is an asset.
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and more.
About UsWe are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We want to offer an accessible, barrier-free workplace to all employees and welcome candidates from diverse backgrounds.
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Insurance Policy Coordinator
2 weeks ago
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Insurance Policy Coordinator
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Insurance Coordinator
3 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're seeking a highly skilled Insurance Coordinator to join our team. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including...
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Insurance Coordinator
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're seeking a highly skilled Insurance Coordinator to join our team. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including...
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Insurance Coordinator
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're seeking a highly skilled Insurance Coordinator to join our team. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including...
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Insurance Coordinator
2 months ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're seeking a highly skilled Insurance Coordinator to join our team. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including...
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Insurance Coordinator
2 months ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're seeking a highly skilled Insurance Coordinator to join our team. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including...
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Insurance Coordinator
3 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're seeking a highly skilled Insurance Coordinator to join our team. As an Insurance Coordinator, you will play a critical role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including...
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Insurance Coordinator
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorJoin our team as an Insurance Coordinator and play a vital role in supporting the application process from referral to policy delivery. As an Insurance Coordinator, you will work closely with the Insurance Advisor to provide ongoing case management and client support, including post-sale servicing and preparation for policy...
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Insurance Coordinator
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorJoin our team as an Insurance Coordinator and play a vital role in supporting the application process from referral to policy delivery. As an Insurance Coordinator, you will work closely with the Insurance Advisor to provide ongoing case management and client support, including post-sale servicing and preparation for policy...
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Insurance Coordinator
2 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorThis role is responsible for supporting the application process from referral to policy delivery. The Insurance Coordinator works closely with the Insurance Advisor to provide ongoing case management and client support, including post-sale servicing and preparation for policy renewals.Key Responsibilities:Monitor the progress...
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Insurance Coordinator
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we are seeking a highly skilled Insurance Coordinator to support our application process from referral to policy delivery.The successful candidate will work closely with our Insurance Advisor to provide ongoing case management and client support, including post-sale services.Key Responsibilities:Support the...
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Insurance Coordinator
1 month ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we are seeking a highly skilled Insurance Coordinator to support our application process from referral to policy delivery.The successful candidate will work closely with our Insurance Advisor to provide ongoing case management and client support, including post-sale services.Key Responsibilities:Support the...
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Insurance Coordinator
4 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we are seeking a highly skilled Insurance Coordinator to support our application process from referral to policy delivery.The successful candidate will work closely with our Insurance Advisor to provide ongoing case management and client support, including post-sale services.Key Responsibilities:Support the...
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Insurance Coordinator
4 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we are seeking a highly skilled Insurance Coordinator to support our application process from referral to policy delivery.The successful candidate will work closely with our Insurance Advisor to provide ongoing case management and client support, including post-sale services.Key Responsibilities:Support the...
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Insurance Coordinator
3 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're committed to providing exceptional service to our clients. As an Insurance Coordinator, you'll play a vital role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including medical...
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Insurance Coordinator
3 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorAt National Bank, we're committed to providing exceptional service to our clients. As an Insurance Coordinator, you'll play a vital role in supporting the application process from referral to policy delivery.Key Responsibilities:Monitor the progress of applications through underwriting and policy issue, including medical...
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Insurance Coordinator
1 day ago
Winnipeg, Manitoba, Canada National Bank Full timeJob Title: Insurance CoordinatorDescription:The Insurance Coordinator plays a crucial role in supporting the application process, ensuring compliance documents are completed and filed appropriately. This position works closely with the Insurance Advisor to provide ongoing case management and client support, including post-sale servicing and policy...
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Insurance Coordinator
2 weeks ago
Winnipeg, Manitoba, Canada National Bank Full timeJob SummaryThis role is responsible for supporting the insurance application process from referral to policy delivery. The Insurance Coordinator works closely with the Insurance Advisor to provide ongoing case management and client support, including post-sale servicing and preparation for policy renewals. The position ensures compliance documents are...
