Insurance Case Coordinator, Temporary

Opportunity

We're looking for an Insurance Case Coordinator (ICC) to join our Insurance Operations team for 6 months with potential to be extended or become permanent. Reporting to the Supervisor, Insurance Operations, the ICC 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.

Responsibilities

• Dedicated point of contact for Insurance Advisors and Assistants, building relationships and guiding advisors to Insurance resources and providing direction on back‑office processes.
• Manage up to 250 new business and in‑force cases, GIC, annuities, and basic health, including data entry in WealthServ, application screening, and ordering required medicals. Navigate 10 carrier websites to identify underwriting requirements and ensure acc...