Embrace a contract role with Financial Horizons as a Recent Business Case Manager. Provide expert case management for life insurance applications, ensuring efficient processing and communication. This temporary full-time position emphasizes specialized knowledge of insurance case management. You will leverage your experience to oversee the complete management of new business applications, enhancing service levels and client interactions throughout the process.
Your responsibilities will include ensuring all documents are complete, coordinating with insurance carriers, and servicing independent advisors effectively. Key Responsibilities:
- Manage life insurance applications for assigned advisors
- Review applications and address any missing information
- Order medical requirements based on each case
- Maintain communication between carriers and advisors
- Update WealthServ with current case data Requirements:
- Minimum 1 year experience in insurance or financial services
- Proficient in Microsoft Office applications
- Knowledge of WealthServ is an asset
- Detail-oriented with excellent organizational skills
- Strong interpersonal and communication skills Contribute your expertise in case management and communication to enhance the business processes at Financial Horizons.
📌 New Business Case Manager at Financial Horizons (Saskatoon)
🏢 Canada Life
📍 Saskatoon
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