Case Coordinator, Life&Wealth Management, Markham
Case Coordinator, Life&Wealth Management, Markham
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Markham, Canada -
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Description
Business Line:
Life&Wealth
Hours Per Week:
35 (Full-Time)
Locations:
Markham and Toronto, Hybrid Setting (possibility of increased in-office days during specific timeframes) Details:
Full-Time, Permanent Position, Current Vacancy
Wage Transparency:
The base salary range for this position is $55,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
About the Role We are seeking a dedicated and detail-oriented individual to join our team as a
Case Coordinator
to support the needs of our Life&Wealth Management division. In this role, you will be responsible for entering application data, coordinating medical orders, underwriting and implementation, issuance and delivery of complex policies. The Case coordinator works closely as a liaison between the insurance carriers and clients to ensure that all requirements are met for policy approval.
What You’ll Do
Enter new insurance applications into the carrier portals ensuring all necessary information is complete and accurate.
Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests.
Liase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval.
Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed.
Maintain and organize all case-related documentation, ensuring compliance with company and industry standards.
Identify and resolve any issues or delays in the application process, working proactively to keep cases moving forward.
Provide exceptional customer service to clients, answer questions and addressing concerns related to the application process.
Work with underwriting teams to obtain preliminary opinions.
Entering underwriting and policy data into Sales Force.
Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS).
What You Bring
Bachelor’s degree is preferred.
Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration.
Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.).
Proficiency in Microsoft office and Excel.
Strong organizational and multitasking abilities.
Ability to manage a high-volume workload in a fast-paced&demanding environment.
Proficient in collaborative teamwork while also demonstrating strong independent work capabilities.
Ability to think critically, problem-solve and develop solutions beyond the surface.
High attention to detail.
Excellent interpersonal, verbal, and written communication.
Proven experience providing excellent client service predominantly through email communication.
Ability to work independently and as part of a team.
Service oriented– no task too small
What’s In It For You
A hybrid environment approach that keeps the best interests of our staff and our clients in mind
Potential bonus plan for employees
Matching RRSP plan of 5% of salary
Referral Commission Plan
Generous benefits plan including Health Care Spending Account starting on the first day of employment
Full support for continuing education&internal opportunities to grow as an insurance professional to advance career
Reimbursement of license fees and professional membership dues
A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
Accommodations are available on request for candidates taking part in all aspects of the selection process.
Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.
#J-18808-Ljbffr
Life&Wealth
Hours Per Week:
35 (Full-Time)
Locations:
Markham and Toronto, Hybrid Setting (possibility of increased in-office days during specific timeframes) Details:
Full-Time, Permanent Position, Current Vacancy
Wage Transparency:
The base salary range for this position is $55,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
About the Role We are seeking a dedicated and detail-oriented individual to join our team as a
Case Coordinator
to support the needs of our Life&Wealth Management division. In this role, you will be responsible for entering application data, coordinating medical orders, underwriting and implementation, issuance and delivery of complex policies. The Case coordinator works closely as a liaison between the insurance carriers and clients to ensure that all requirements are met for policy approval.
What You’ll Do
Enter new insurance applications into the carrier portals ensuring all necessary information is complete and accurate.
Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests.
Liase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval.
Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed.
Maintain and organize all case-related documentation, ensuring compliance with company and industry standards.
Identify and resolve any issues or delays in the application process, working proactively to keep cases moving forward.
Provide exceptional customer service to clients, answer questions and addressing concerns related to the application process.
Work with underwriting teams to obtain preliminary opinions.
Entering underwriting and policy data into Sales Force.
Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS).
What You Bring
Bachelor’s degree is preferred.
Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration.
Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.).
Proficiency in Microsoft office and Excel.
Strong organizational and multitasking abilities.
Ability to manage a high-volume workload in a fast-paced&demanding environment.
Proficient in collaborative teamwork while also demonstrating strong independent work capabilities.
Ability to think critically, problem-solve and develop solutions beyond the surface.
High attention to detail.
Excellent interpersonal, verbal, and written communication.
Proven experience providing excellent client service predominantly through email communication.
Ability to work independently and as part of a team.
Service oriented– no task too small
What’s In It For You
A hybrid environment approach that keeps the best interests of our staff and our clients in mind
Potential bonus plan for employees
Matching RRSP plan of 5% of salary
Referral Commission Plan
Generous benefits plan including Health Care Spending Account starting on the first day of employment
Full support for continuing education&internal opportunities to grow as an insurance professional to advance career
Reimbursement of license fees and professional membership dues
A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration
Accommodations are available on request for candidates taking part in all aspects of the selection process.
Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.
#J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseNFP Corp -
Titre de posteCase Coordinator, Life&Wealth Management
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