New Business Case Manager At Financial Horizons Saskatoon

New Business Case Manager At Financial Horizons Saskatoon

05 Aug
|
Canada Life
|
Saskatoon

05 Aug

Canada Life

Saskatoon

Embrace a contract role with Financial Horizons as a Recent Business Case Manager. Provide expert case management for life insurance applications, ensuring productive 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 recent 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
Solid 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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