Insurance Case Coordinator, Temporary Jobs in Toronto, Canada at Aviso Wealth
Aviso:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at
The Opportunity:
We’re looking for an Insurance Case Coordinator (ICC) to join our Insurance Operations team for 6 months with the potential to be extended or become permanent.
Reporting to the Supervisor, Insurance Operations, the Insurance Case Coordinator is responsible for handling back-office operations in line with departmental, divisional, and corporate goals and strategies for a full service Managing General Agency including new business and in-force support for advisors and their assistants
The incumbent will interact with multiple parties internally and externally (Carriers and our agency partners) using their excellent oral and written communication skills. They will demonstrate excellent judgment and interpersonal skills, including the ability to request changes and exceptions from insurance companies related to new business processing, where possible. This requires sufficient familiarity with insurance back-office operations to understand priorities and to be able to identify opportunities for service enhancements and efficiencies in our back office.
Who you are:
Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
What your day looks like:
Dedicated point of contact for Insurance Advisors and Assistants which requires building relationships, guiding advisors to Insurance resources and providing direction on the advisors’ back-office processes. We are responsible for both service and operations
Managing up to 250 new business and Inforce cases, GIC, Annuities, and basic health. Data entry in insurance system (Wealth Serv), including application screening, and ordering required medicals in a timely manner. Navigate 10 insurance carriers’ websites to identify underwriting requirements and ensure accurate information is online and addressing discrepancies directly with carriers
Learn additional functions within the team, contracting, mail, transfers, CIS Admin general inquires and the large cases to provide back up support and participate in projects
Accountability to complete all necessary follow up with insurance companies from the time application is submitted to placement of policy. Updating the insurance system to reflect status changes is an essential part of the new business function. This includes checking policies for accuracy and handling delivery requirements
Responsible for maintaining the CIS mailboxes and upholding Service Level Standards internally and externally. Including research and problem resolution to ensure speedy results
Conduct weekly follow-up for status updates on each pending file and update the insurance system daily to reflect status changes and communicate these changes to appropriate parties
Solid understanding of the Wealth Serv system including Carrier eApp…
Title: Insurance Case Coordinator, Temporary
Company: Aviso Wealth
Location: Toronto, Canada
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