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 qualified 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 Hub Spot and track follow-ups
Ensure confidentiality with sensitive client information

Requirements:
Previous experience in Canadian life insurance administration
Dependable and organized with solid communication skills
Comfortable working independently on multiple files
Proficient in Microsoft Office and adaptable to new systems
Flexible availability for part-time remote work

Enhance your coordination skills and support client service in a stable remote environment with Swell.
J-18808-Ljbffr

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