Insurance Case Coordinator

**Aviso Wealth**:
**The Opportunity**:
We’re looking for an Insurance Case Coordinator to join our Insurance team.

**Who you are**:

- **Service** - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- **Execution** - You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- **Collaboration** - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

**What your day looks like**:

- Conducts weekly follow-up for status updates on each pending file and updates insurance database daily to reflect status changes and communicates these changes to appropriate parties. This includes checking policies and transfers for accuracy and handling delivery requirements where appropriate
- Responsible for maintaining the CIS mailboxes and maintaining Service Level Standards internally and externally. Handles all status queries from advisors, coordinators, insurance companies and Regional Insurance Consultants for general inquiries; including research and problem resolution to ensure speedy resolution
- Special Projects related to above functions, including data clean up in Virtgate system

**Requirements**:
**Your experience and skills**:

- Minimum 1 year post secondary education
- 1-3 years in life insurance industry, preferably in an MGA environment preferred
- Familiarity with insurance products and terminology preferred
- Familiarity with Wealth Serv or Virtgate database system preferred
- Previous experience in dealing with credit unions preferred
- Fluent communication skills in English are required and bilingual skills in French are an asset
- Excellent organizational skills and attention to detail; ability to multi-task and work well in a fast-paced environment
- Ability to demonstrate excellent judgment and research skills
- Excellent customer service skills
- Strong team player
- Intermediate computer skills in Microsoft Office (Excel, Word, Outlook) and Internet; familiarity with insurance databases and websites an asset; ability to learn new software; fast and accurate typing skills
- Must be able to work business hours of the Pacific Time Zone (BC)

**Benefits**

**Why Aviso Wealth?**

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork

**Equal Employment Opportunity**

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

**Company Overview**:
IND