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 solid relationships with clients and stakeholders will be crucial in achieving a positive and seamless insurance experience.Key Responsibilities:Gather documentation for underwriting and case processingTrack and follow up on insurance applicationsPrepare and deliver policies to clientsProvide comprehensive policy support servicesEnsure compliance and accuracy in all recordsRequirements:3-5+ years in insurance case coordinationIn-depth knowledge of life insurance productsCustomer service training backgroundDetail-oriented with strong organizational abilitiesProficiency in Microsoft Office suiteUtilize 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