Senior Case Coordinator
$15,000–$20,000 year
On-siteMontréal, Quebec, Canada
Job Summary
Gather and submit required documents for underwriting, including medicals and physician statements. Track applications, follow up with insurers and clients, and prepare policies for delivery. Provide ongoing servicing support through payment reminders and past due notices. Process policy changes such as PAC updates, beneficiary changes, and claims. Respond to inquiries from advisors, lawyers, and accountants while maintaining confidentiality. Manage upcoming renewals by running illustrations and coordinating the process. Maintain client and policy information in back-office systems to ensure regulatory compliance. Assist in financial settlement and commission reconciliation. This role requires 2 days of office presence.
Required Qualifications
- 3-5+ years in insurance administration or case coordination
- Strong 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
- University or college degree
- LLQP Life License – Quebec license required
- Willingness to obtain multiple licenses across Canada
Desired Qualifications
- multi-province licensing across Canada considered an asset
- willingness to obtain multiple licenses across Canada is considered an asset
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