Job Description

One of our major banking clients is looking for a Bilingual Administrative Coordinator (Wealth/Insurance)
Length: 12 months of contract with a possibility of extension
Location: Toronto, ON- Temporary work from home, will be hybrid later.
Work Hours: Monday to Friday, 8am to 5pm, 37.50 hrs/week.

'The start date of this job is flexible and in order to find the best candidate the job may remain open much longer than the date mentioned on this posting... or you may be asked to start sooner than the expected start date if you are able to do so !'

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The recruiter in charge of this role is Saundarya

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Requirements:
JOB SUMMARY:
The primary purpose of the Case Coordinator role is to provide proactive case management, respond to case specific inquiries and escalated new business department inquiries.
The Case Coordinator will manage assigned cases or new business applications by ensuring all requirements necessary to assess the underwriting risk are obtained in a timely fashion and a pro-active update is provided to the Managing General Agency (MGA) contact summarizing their actions and the status of the case.

ACCOUNTABILITIES
Act as the primary contact for external Account Administrators, MGA partners throughout the New Business and underwriting process via one-on-one relationship, work assignment or email inquiry and by ensuring issues, questions and status inquiries are responded to promptly and accurately within defined SLA. The Case Coordinator is responsible for setting and managing client expectations.
Provide pro-active communications to the appropriate MGA Administrator, account contact detailing the status of all requirements 11:51 a.m. 2022-09-27 Page 1 of 4 activity that has occurred to date as outlined in the Case Manager administrative procedures.
Promptly escalate any complex service issues or complaints for immediate attention and resolution.
Exemplify Being the key values to promote to a high-performance culture and positive work ethic within the team.

CASE MANAGEMENT
Ensure all requirements necessary to assess the underwriting risk are accurately ordered within defined SLAs as outlined in the administrative procedures and all case records are accurately entered in the applicable systems.
Identify and resolve any case specific bottlenecks or delays to ensure all necessary processing occurs within defined SLAs. Maintain up to date comprehensive case notes summarizing actions taken, inquiries received including emails and phone calls received and sent.

CUSTOMER SERVICE
Act as first point of escalation for any issues raised by our customers and business partners. Exhibit a strong sense of advisor partnership and exceptional customer service, and carry out functions with an extremely high sense of urgency.
Provide high degree of accurate and professional service to MGAs, advisors and policyholders by telephone, mail or e-mail.
Act as a liaison with other teams and departments to offer assistance, where required, to ensure consistent, timely service, accommodate growth, and secure our reputation as a leading service provider

RISK MANAGEMENT
Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities
Qualifications:
MUST HAVE SKILLS:
High school diploma. University/College graduates preferred
Life Office Management Association (LOMA) FLMI or ACS (or in progress)
Knowledge of life and critical illness insurance products and channels
Knowledge of insurance new business administration systems
5+ years' experience in New Business or Underwriting Support at a Life Insurance Company, preferred
Excellent English written and oral communication skills
Fluently bilingual in French and English (required if Bilingual position)
Outstanding communication and relationship management skills
Proven ability to proactively manage a high volume caseload
Ability to work with multiple software applications concurrently
Flexible and adaptable to changing priorities
Positive and enthusiastic attitude
Detail oriented
Ability to collaborate as a member of a team, taking direction from their leader
Ability to organize your work to meet agreed upon deadlines independently

Please note that this is the most up to date version of job description available at this time - During Client Interview you will receive additional information - variance may apply!

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