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Insurance Case Coordinator
Location:
Toronto
Description:
Requisition ID: 193219 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The position is responsible for providing administration, oversight, and service support across the lifecycle of insurance policies, from time of application and underwriting, to new policy settlement, to the handling of ongoing policy service requests. The incumbent will also resolve problems and escalate, as needed, ensure all require documentation is received and that business is in good order, and monitor and address any insurance licensing requirements. Accountabilities Manages the new business process for assigned insurance applications. This includes ensuring that all applications packages and policy contracts are vetted and in good order; initiating and tracking underwriting requirements and following up with key stakeholders to ensure those requirements are met; ensuring the client and policy records on Centralize are updated accurately, with all relevant documents and notes uploaded, including settled policy pages; and liaising with ICs and ISAs on the status of applications and to obtain any necessary requirements. This also includes managing a similar process for certain in-force policy changes, such as term conversions, additional coverages, and other policy changes that require underwriting. Oversees the requirements on segregated fund sales in assigned regions. This includes running daily reports to identify new sales and obtaining the required documentation; managing the client and policy records in Centralize, with all relevant documentation and notes; ensuring that licensing requirements are met; and escalating any issues as they arise. Provides in-force administrative support to advisor teams, ICs, and AISAs. This includes managing service requests/changes of in-force policies; helping advisors obtain and complete applicable forms; updating the policy records in Centralize; resolving administrative. Visit ListedBuy for more information.
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More About this Listing: Insurance Case Coordinator
Insurance Case Coordinator is a Insurance Jobs Insurance Agent Job at Scotiabank located in United States. Find other listings like Insurance Case Coordinator by searching Oodle for Insurance Jobs Insurance Agent Jobs.
Insurance Case Coordinator is a Insurance Jobs Insurance Agent Job at Scotiabank located in United States. Find other listings like Insurance Case Coordinator by searching Oodle for Insurance Jobs Insurance Agent Jobs.