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New Business Case Coordinator
1 month ago
Job Summary
Job Description
What is the opportunity?
If you like to develop and work in collaborative relationships, possess a high degree of professionalism and are up for the challenge of managing a changing caseload volume, then this role is for you.
As a New Business Case Coordinator you will manage cases for life and/or living benefit new business applications by ensuring all requirements to assess the underwriting risk are obtained. You will provide pro-active updates to the MGA administrative or account contact.
What will you do?
• Act as the primary contact for external Account Administrators throughout the New Business and underwriting process. The Case Coordinator is responsible for setting and managing client expectations.
• Provide pro-active communications to the appropriate MGA Administrator or account contact detailing the status of all requirement activity
• Provide feedback and recommendations identifying trends/gaps and training opportunities, as it relates to the processing of the Life and Living Benefit new business application process
• Identify and resolve any case specific delays to ensure all necessary processing occurs within specified service level agreements
• Maintain up to date new business Underwriting Pro notes summarizing actions taken, inquiries received including emails and phone calls received and sent
What will you need to succeed?
Must have
• Minimum 1 to 2 years of insurance industry knowledge or experience
• Proven ability to proactively manage a high volume caseload while managing changing priorities
• Provide quality and effective communication to all clients, clear and concise
• Responsiveness to inquiries with sense of urgency
• Attention to detail
• Develop and maintain collaborative relationships with multiple internal and external partners
• High degree of professionalism coupled with the ability to handle pressure is a necessity
Nice to have
• LOMA, ACS
• College graduate
• New Business or relative experience
What's in it for you?
• A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
• Competitive pay and high-earning potential
• All the tools, training, and team support you need to grow your career
• Flexible work/life balance options
• Sophisticated RBCI software tools to boost your productivity
Job Skills
Active Learning, Communication, Critical Thinking, Customer Inquiries, Customer Service, Insurance Operations, Operational Delivery, Process Improvements, Time ManagementAdditional Job Details
Address:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGACity:
MISSISSAUGACountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
INSURANCEJob Type:
RegularPay Type:
SalariedPosted Date:
2024-10-03Application Deadline:
2024-11-06Inclusion and Equal Opportunity Employment
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