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Case Coordinator – Life Insurance 35hrs/week

Life insurance and Investment

This is a Contract position in La Habra, CA posted November 14, 2020.

Annual Salary $45, 000 PLUS, plus vacation and personal day and group benefits Location
– Ville Saint Laurent or South Shore or St Leonard
– YOUR CHOISE Our Client is in search of a Bilingual Case Coordinator, to join their dynamic and growing team in Ville Saint Laurent.

Parking is easy and office is easy to access with public transport.

Responsibilities are SIMPLE Main role is to: Support a group of advisors by:
– Process their new life insurance applications (or in-force business) and following their cases to completion
– Act as the liaison between the advisor and the insurance carriers, by promptly and professionally responding to questions from either party
– Proactively search for ways to add-value to the service they provide to their advisors The successful hire shall have the following qualifications:
– Proficient in English and French
– Experienced (preferably as a case coordinator) in the Life Insurance industry
– Service-oriented
– Organized, focused and able to multi-task
– Proactive in finding solutions and challenge the status quo
– Knowledgeable with various Microsoft tools (Excel, Word, Outlook, Teams)
– Knowledge of Equisoft/Centralize system a definite asset
– Quick learner