Become the backbone of HUB Financial's Strategic Risk Selection as a Senior Coordinator, managing complex case files for wealth-management advisors. This role requires a keen eye for detail and excellent organizational skills. As a pivotal player within a newly established team, you will oversee the entire lifecycle of risk-selection files, ensuring documentation accuracy and timely communication.

Proactive engagement and coordination with advisors, insurers, and vendors are essential to your success in this role. If you possess a genuine interest in life insurance risk classification and case management, this position offers substantial professional growth. Key Responsibilities:

- Ensure completeness of risk-selection intake forms from the outset
- Identify and resolve missing information proactively




- Coordinate with vendors to track risk-selection requirements
- Serve as the main contact for status inquiries on files
- Prepare clear updates for internal stakeholders Requirements:
- 10+ years of relevant experience in life insurance
- Familiarity with WealthServ or comparable software
- Exceptional communication skills, both written and verbal
- Solid attention to detail with problem-solving capabilities
- Ability to independently manage multiple cases Harness your expertise in life insurance with HUB Financial, where your skills will contribute to seamless case management and operational excellence.

📌 Senior Case Management Coordinator (Montreal)
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Montreal