Join Swell Private Wealth as a Remote Client Service & Insurance Case Coordinator. This part-time role focuses on organizing insurance applications and managing client financial planning files.

Swell Private

Wealth is seeking a detail-oriented professional with experience in insurance administration or case management. As a part-time coordinator, you will track insurance applications, follow up on outstanding requirements, and prepare annual client review materials. Strong organizational skills and client communication are essential for maintaining multiple active files and providing exceptional service. Key Responsibilities:
Track and facilitate insurance applications progress
Manage financial planning document checklists efficiently




Gather investment and insurance information for client summaries
Update client records in HubSpot and track follow-ups
Ensure confidentiality with sensitive client information Requirements:
Previous experience in Canadian life insurance administration
Dependable and organized with robust communication skills
Comfortable working independently on multiple files
Proficient in Microsoft Office and adaptable to new systems
Flexible availability for part time work from home Enhance your coordination skills and support client service in a secure remote setting with Swell.

📌 Remote Insurance Case Coordinator At Swell Ottawa
🏢 Swell Private Wealth
📍 Ottawa