Case Coordinator, Life&Wealth Management, Markham

Business Line:

Life&Wealth

Hours Per Week:

35 (Full-Time)

Locations:

Markham and Toronto, Hybrid Setting (possibility of increased in-office days during specific timeframes)

Job Details:

Full-Time, Permanent Position, Current Vacancy

Wage Transparency:

The base salary range for this position is $55,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

About the Role We are seeking a dedicated and detail‑oriented individual to join our team as a Case Coordinator to support the needs of our Life&Wealth Management division. In this role, you will be responsible for entering application data, coordinating medical orders, underwriting and implementation, issuance and delivery of complex policies. The Case coordinator works closely as a liaison between the insurance carriers and clients to ensure that all requirements are met for policy approval.

What You’ll Do

Enter new insurance applications into the carrier portals ensuring all necessary information is complete and accurate

Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests

Liase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval

Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed

Maintain and organize all case‑related documentation, ensuring compliance with company and industry standards

Identify and resolve any issues or delays in the application process, working proactively to keep cases moving forward

Provide exceptional customer service to clients, answer questions and addressing concerns related to the application process

Work with underwriting teams to obtain preliminary opinions

Entering underwriting and policy data into Sales Force

Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS)

What You Bring

Bachelor’s degree is preferred

Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration

Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.)

Proficiency in Microsoft office and Excel

Strong organizational and multitasking abilities

Ability to manage a high‑volume workload in a fast‑paced&demanding environment

Proficient in collaborative teamwork while also demonstrating strong independent work capabilities

Ability to think critically, problem‑solve and develop solutions beyond the surface

High attention to detail

Excellent interpersonal, verbal, and written communication

Proven experience providing excellent client service predominantly through email communication

Ability to work independently and as part of a team

Service oriented– no task too small

Benefits

A hybrid environment approach that keeps the best interests of our staff and our clients in mind

Potential bonus plan for employees

Matching RRSP plan of 5% of salary

Referral Commission Plan

Generous benefits plan including Health Care Spending Account starting on the first day of employment

Full support for continuing education&internal opportunities to grow as an insurance professional to advance career

Reimbursement of license fees and professional membership duesA global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.

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