Business Line:Life & WealthHours Per Week:35 (Full-Time)Locations:Markham and Toronto, Hybrid Setting (possibility of increased in-office days during specific timeframes)Job Details:Full-Time, Permanent Position, Current VacancyWage Transparency:The base salary range for this position is $55,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.About the RoleWe are seeking a dedicated and detail‑oriented individual to join our team as a Case Coordinator to support the needs of our Life & Wealth Management division. In this role, you will be responsible for entering application data, coordinating medical orders, underwriting and implementation, issuance and delivery of complex policies. The Case coordinator works closely as a liaison between the insurance carriers and clients to ensure that all requirements are met for policy approval.What You’ll DoEnter new insurance applications into the carrier portals ensuring all necessary information is complete and accuratePlace and track medical orders, work with vendors and applicants to schedule and complete necessary medical testsLiase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approvalTrack and monitor the status of each case, providing regular updates to internal teams, advisors and clients as neededMaintain and organize all case‑related documentation, ensuring compliance with company and industry standardsIdentify and resolve any issues or delays in the application process, working proactively to keep cases moving forwardProvide exceptional customer service to clients,



answer questions and addressing concerns related to the application processWork with underwriting teams to obtain preliminary opinionsEntering underwriting and policy data into Sales ForceWork with proposed insureds and carriers in obtaining Attending Physician Statements (APS)What You BringBachelor’s degree is preferredTypically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administrationSound knowledge of industry trends as well as insurance carrier products and services is a plus (i.E., RBC, Manulife, Canada Life, etc.)Proficiency in Microsoft office and ExcelStrong organizational and multitasking abilitiesAbility to manage a high‑volume workload in a fast‑paced & demanding environmentProficient in cooperative teamwork while also demonstrating strong independent work capabilitiesAbility to think critically, problem‑solve and develop solutions beyond the surfaceHigh attention to detailExcellent interpersonal, verbal, and written communicationProven experience providing excellent client service predominantly through email communicationAbility to work independently and as part of a teamService oriented – no task too smallBenefitsA hybrid environment approach that keeps the best interests of our staff and our clients in mindPotential bonus plan for employeesMatching RRSP plan of 5% of salaryReferral Commission PlanGenerous benefits plan including Health Care Spending Account starting on the first day of employmentFull support for continuing education & internal opportunities to grow as an insurance professional to advance careerReimbursement of license fees and professional membership duesA global team of industry leaders focused on employee retention, client growth, industry innovation and collaborationAccommodations are available on request for candidates taking part in all aspects of the selection process.Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.#J-18808-Ljbffr

📌 Case Coordinator, Life & Wealth Management - C$55,000 - C$65,000 A Year (Winnipeg)
🏢 Life & Wealth Management
📍 Winnipeg