Elevate your career as a Transfer Coordinator at Worldsource, ensuring accurate processing of insurance transfers. This position demands strong organizational skills and collaboration with brokers and carriers.
As a Transfer Coordinator, you will handle all aspects of block transfers and internal business transitions. With at least five years in a client-focused role, your ability to manage multiple priorities will be crucial. You’ll be responsible for maintaining detailed tracking reports and liaising with various departments to enhance service delivery.
Key Responsibilities:
• Process incoming and outgoing transfer requests accurately
• Work closely with insurance carriers for completion




• Maintain records and tracking documents in WealthServ
• Address transfer inquiries from brokers and management
• Continuously improve transfer processes and documentation
Requirements:
• 5+ years in customer service-focused role
• Robust organizational and time management abilities
• Attention to detail in maintaining records
• Proficiency in Microsoft Office, especially Excel
• Solid communication and problem-solving skills
Drive successful transfers and enhance client service at Worldsource.
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📌 Transfer Coordinator with Worldsource Insurance (Mississauga)
🏢 IDC Worldsource Insurance Network
📍 Mississauga