Step into a strategic role as a Senior Case Coordinator with Richardson Wealth, managing the full insurance case lifecycle. Deliver outstanding service and grow your career.In this role, you will be tasked with overseeing insurance cases from initial application to policy delivery, collaborating closely with Estate & Insurance Advisors (EIAs) to ensure client needs are met efficiently. You will manage various aspects of case coordination and support, helping to maintain strong relationships and contribute to high standards of client service.Key Responsibilities:Gather and prepare documentation for underwritingTrack and manage applications throughout the processPrepare insurance policies for client deliveryAddress ongoing servicing needs and inquiriesCoordinate policy changes and track renewalsRequirements:3-5+ years in insurance coordination or administrationIn-depth knowledge of life insurance processesStrong organizational and detail-oriented skillsCapacity to work independently and as part of a teamExperience with Microsoft Office and back-office systemsContribute to exceptional insurance service at Richardson Wealth and enhance your skilled growth.

📌 Senior Case Coordinator For Insurance Solutions (Montreal)
🏢 Richardson Wealth
📍 Montreal