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 underwriting
- Track and manage applications throughout the process
- Prepare insurance policies for client delivery
- Address ongoing servicing needs and inquiries
- Coordinate policy changes and track renewals
Requirements:
- 3-5+ years in insurance coordination or administration
- In-depth knowledge of life insurance processes
- Strong organizational and detail-oriented skills
- Capacity to work independently and as part of a team
- Experience with Microsoft Office and back-office systems
Contribute to exceptional insurance service at Richardson Wealth and enhance your professional growth.
Senior Case Coordinator for Insurance Solutions in Montréal employer: Richardson Wealth Limited
Richardson Wealth is an exceptional employer that prioritizes innovation and collaboration, making it a prime choice for professionals in the wealth management sector. With a strong focus on employee growth, we offer comprehensive training programs and opportunities to lead transformative projects that directly impact client experiences. Our inclusive work culture fosters creativity and teamwork, ensuring that every team member feels valued and empowered to contribute to our mission of delivering outstanding service to clients.
