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Case Coordinator (LLQP)
at NFP
Toronto

Case Coordinator (LLQP)
at NFP
Toronto

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Description

This position supports the NFP advisors with administrative tasks with smooth and efficient processing of Individual Life applications, new business and maintaining regular contact with carriers and vendors.

General Responsibilities

  • Manage new and renewal policies received from offices nationwide
  • Request quotes from Carriers (Great-West Life, Manulife, Canada Life)
  • Input proposals for clients into template
  • Review, evaluate and categorized incoming documents by verifying information for accuracy
  • Ensure client information is accurate and up-to-date (mailing/home address, email, phone number, stage of study, etc.)
  • Reviewing applications for accuracy and submitting them to the respective insurance carriers.
  • Order medical underwriting requirements including, MVR & Inspection Reports.
  • Utilize carrier software for quotes/illustrations, where applicable.
  • Utilize software as a check for medical requirements as applicable.
  • Follow up and resolve issues from obtaining APS with all stakeholders.
  • Follow-up on pending cases.
  • Escalate any issues with the application process to the financial advisor to ensure completion
  • Ensure that all documents are filed accurately (Client file, Sales Force, etc.)
  • Communicate with Clients and Financial Advisors status of application throughout the process.
  • Review annual tax returns and year-to-date billings to calculate take-home earnings.
  • Review corporate financial statements and income-splitting scenarios for joint corporations.
  • Attend meetings as required.

Customer Service

  • Ongoing liaison & communication between Client, Broker & Insurance carrier (Underwriter or Case Coordinator) via telephone, email & mail
  • Maintain accurate records of all customer files/calls & correspondences between 3rd parties
  • Be able to utilize /have knowledge of Sales Force
  • Update Sales Force and Client Files with business correspondence, client contact and corrected policy information.
  • Acknowledge receipt of emails or telephone calls from clients immediately and respond to clients regarding client enquiries or concerns within 24 hours.
  • Update clients In-force insurance summaries with backup support from the Insurance Carrier sites.
  • Maintain accurate records of all calls in Sales Force and provide an email to Financial Advisors of incoming calls.
  • Maintain client files, updating their status to ensure company’s database is up to date.
  • Escalate problematic issues to Senior Financial Advisors/Director of Operations.

Education, Professional Development & Work Experience:

  • Completed university degree or college diploma
  • Holds valid LLQP license
  • Minimum 1-3 years’ experience working in the insurance industry - within an agent/broker capacity Excellent Customer Service experience
  • Basic financial underwriting knowledge
  • Be able to read and understand Tax returns & financial statements
  • Strong interpersonal and communication skills
  • Must be extremely detail oriented
  • Strong verbal and written communication skills with clients and colleagues
  • Excellent client management ability
  • Able to prioritize, multi task and meet urgent deadlines
  • Ability to work in a demanding and fast-paced environment

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to sit at a computer for long periods of time and use a telephone frequently
  • Standing, walking, talking, hearing, sitting, reaching

WORKING CONDITIONS: Climate controlled office environment.

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