Join Richardson Wealth as a Senior Case Coordinator to manage insurance cases with precision and exceptional client service. Elevate your skills in a supportive, dynamic setting. As a pivotal member of the team, your role is to manage the entire insurance case lifecycle, working alongside Estate & Insurance Advisors (EIAs) to ensure smooth processing and top-tier service.

You will be responsible for tracking applications, handling policy maintenance, and ensuring compliance across all documentation and processes, contributing to a seamless client experience. Key Responsibilities:

- Collect necessary documents for underwriting and policy management
- Maintain communication with advisors, insurers, and clients




- Prepare and deliver insurance policies to clients
- Support ongoing policy servicing and client inquiries
- Manage policy term renewals and updates in system Requirements:
- 3-5+ years of experience in case coordination or insurance administration
- Knowledge of life insurance products and services
- Strong organizational skills and attention to detail
- Proven ability to work both independently and as a team
- Proficiency in Microsoft Office applications Bring your expertise in managing insurance cases to Richardson Wealth.

📌 Expert Case Coordinator in Insurance (Montreal)
🏢 Richardson Wealth
📍 Montreal