Join Richardson Wealth as a Senior Case Coordinator, responsible for managing comprehensive insurance cases. Focus on delivering high standards of client service while ensuring efficient case management. In this role, you will collaborate with EIAs to deliver timely and accurate support throughout the insurance lifecycle.

Your responsibilities will include managing applications, policy maintenance, and assisting clients, all while fostering positive client relationships and ensuring compliance with regulatory standards. Key Responsibilities:

- Coordinate documentation for underwriting and approvals
- Monitor application progress and follow up as needed
- Prepare policies for client presentation
- Manage ongoing policy servicing and changes
- Maintain accurate client and policy records Requirements:
- 3-5+ years in case coordination or insurance admin
- Solid understanding of insurance products and processes
- Previous customer service training
- Exceptional accuracy and organizational skills
- Proficiency in Microsoft Office applications Leverage your expertise in insurance administration while enjoying a rewarding career at Richardson Wealth.

📌 Insurance Case Management Specialist (Montreal)
🏢 Richardson Wealth
📍 Montreal