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.

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 (WealthServ), including application screenin...