Bilingual Case Coordinator

5 days ago

Montréal, Canada CI Financial Full time

**ABOUT US**

Founded in 1995, CI Assante Wealth Management is a wholly owned subsidiary of CI Financial and one of Canada’s largest wealth management firms. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion in assets for more than 300,000 clients. CI Assante Wealth Management's services include investment management, retirement planning, tax planning, insurance and estate planning.
**POSITION**:Bilingual Case Coordinator
**LOCATION**: Remote Opportunity
**STATUS**: Full-time
**JOB OVERVIEW**

**WHAT YOU WILL DO**
- Handle all inbound calls and provide excellent client service in both French and English
Ensure the completeness and accuracy of all in-coming policy service forms
- Order and follow-up on all medical and financial underwriting requirements, as well as Attending Physician Reports
- Monitor all work flows to ensure timely and error free completion of all in-coming policy contracts and service requests
- Update system regularly and accurately of any and all changes made to existing policies
- Provide weekly volumes and service standards measurements to Manager Operations
- Answer inquiries from Advisors / Assistants as to forms, procedures and industry standards relating to insurance policy administration
- Investigate and resolve client issues
- Partner with the other Operations teams, Financial Advisors and Sales Assistants to build, reinforce and maintain the existing business and relationships
- Report client feedback to alert management of developing trends, and / or recurring issues
**WHAT YOU WILL BRING**
- Minimum of grade 12 education and or post-secondary education
- 1 to 3 years of insurance related experience
- Bilingual in English and French, both written and verbal
- A working knowledge of the different types of life, living benefit and insurance investment products
- A solid understanding of underwriting terminologies is a must
- Excellent communication skills, both written and oral
- Ability to work under pressure, within stated deadlines,
- Superior organizational skills
- Strong attention to detail and analytical skills
- Ability to work independently with mínimal supervision/direction and to initiate and problem solve
- Dedication to maintaining confidentiality
**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”

Posting Tags: IND#

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