Enhance your career with Richardson Wealth as a Senior Case Coordinator, orchestrating the complete insurance case lifecycle. Deliver high-quality service while managing intricate insurance matters. You will be an essential part of the team, working closely with Estate & Insurance Advisors to facilitate case management from intake to policy renewal.

Your ability to maintain strong relationships with clients and stakeholders will be crucial in achieving a positive and seamless insurance experience. Key Responsibilities:

- Gather documentation for underwriting and case processing
- Track and follow up on insurance applications
- Prepare and deliver policies to clients
- Provide comprehensive policy support services
- Ensure compliance and accuracy in all records

Requirements:

- 3-5+ years in insurance case coordination
- In-depth knowledge of life insurance products
- Customer service training background
- Detail-oriented with solid organizational abilities
- Proficiency in Microsoft Office suite

Utilize your skills in case coordination and client engagement with Richardson Wealth for a promising career path.

📌 Richardson Wealth Senior Coordinator Position (Montreal)
🏢 Richardson Wealth
📍 Montreal