Enhance your career in insurance management with Richardson Wealth as a Senior Case Coordinator. Manage complex case lifecycles and provide top-notch client service in this agile position. In this critical role, you will oversee the insurance case lifecycle, from application intake to policy delivery, while collaborating closely with Estate & Insurance Advisors (EIAs).

Your focus will be on ensuring accuracy and efficiency in case management, meeting ongoing client needs, and maintaining strong relationships with various internal and external partners. Key Responsibilities:

- Gather and submit required underwriting documents
- Track applications and follow up with all parties
- Prepare policies for client delivery
- Provide ongoing policy support and payment reminders
- Process policy changes and manage client information Requirements:
- 3-5+ years in insurance administration or case coordination
- Strong knowledge of life insurance products
- Excellent attention to detail and organizational skills
- Ability to work independently and collaboratively
- Competence with back-office administration systems Drive insurance case management excellence and client satisfaction at Richardson Wealth.

📌 Senior Case Coordinator at Richardson Wealth (Montreal)
🏢 Richardson Wealth
📍 Montreal