Senior Case Coordinator (French/English)
Position Overview
The Senior Case Coordinator is responsible for managing the insurance case lifecycle, from application intake through underwriting, policy delivery, and ongoing client servicing.

They work closely with Estate & Insurance Advisors (EIAs), to ensure efficient, accurate, and timely case management. The successful candidate will play a key role in delivering a high standard of client service while supporting complex insurance cases and maintaining solid relationships across internal and external partners.

This is an existing vacancy.

In addition, they help with ongoing client needs, policy maintenance, and renewal management, contributing to a smooth and positive experience.

Duties and Responsibilities

Under direction from the EIA, gathers and submits required documents for underwriting, such as medicals, motor vehicle reports and attending physician statements as required

Track applications and follow up with insurers, advisors, and clients as needed

Prepares policies for delivery to clients

Provides ongoing policy servicing support to clients, which includes but is not limited to payment reminders, past due notices, and NSF’s

Process policy changes such as PAC (pre-authorized checking) updates, beneficiary changes, ownership forms, address changes, and claims

Responds to inquiries from EIAs, advisors, clients, insurers , accountants, and lawyers respecting confidentiality agreements

Manages and tracks upcoming policy term renewals including running illustrations and coordinating timely renewal process





Maintains and updates client and policy information within the back-office systems on an ongoing basis

Ensures all electronic and physical files are complete, accurate, and compliant with the internal policies and regulatory requirements

Assists in the financial settlement of policies and the reconciliation of policy commissions

Qualifications

Bilingual in English and French (spoken and written)

3-5+ years in insurance administration or case coordination

Solid knowledge of life insurance products, sales, and policy service processes

Previous customer service training

Attention to detail and accuracy, along with strong organizational skills

Ability to work independently and as part of a team

Experience with back-office administration system

Competence in Microsoft Office applications

This role requires 2 days in the office presence

Education

University or college degree

LLQP Life License – Quebec license required, multi-province licensing across Canada considered an asset. Alternatively, willingness to obtain multiple licenses across Canada is considered an asset.

The expected annualized base salary range for this role is $70, 000 - $85,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

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📌 Sr Case Coordinator (Quebec City)
🏢 Richardson Wealth
📍 Quebec City