Company Introduction
Markham Centre Financial is a client-oriented and community-driven diversified financial services firm offering a broad range of professional services from tax and financial planning to asset management and insurance advisory, among other unparalleled high-touch services. The dedicated team of professionals possessing in-depth knowledge and expertise obtained through extensive experience in the financial industry are ready to provide individually tailored services to ensure clients receive the best service and truest advice this industry has to offer.
At Markham Centre Financial, we offer a career development experience like no other - competitive compensation package, professional training from world class industry experts, and a platform to support our clients and personnel, every step of the way.
Job Overview
The Insurance Case Coordinator provides support to Financial Services Representatives and is responsible for coordinating and processing New Business and Inforce Insurance requests, ensuring all cases are handled accurately, efficiently, and in compliance with company policies and insurance carrier requirements. This role serves as a liaison among Advisors, Insurance Carriers, and internal departments to provide exceptional service and ensure timely case completion.
Duties and responsibilities
New Business
- Review and process new insurance applications and related documents.
- Verify the completeness and accuracy of application forms and supporting documentation.
- Track new business cases throughout their life cycle, from submission to policy issuance, and follow up on outstanding requirements or issues that may result in approval delays.
- Review new business documentation to ensure completeness and adherence to company procedures and insurance carrier requirements prior to submission.
- Periodically review current processes to ensure effectiveness and recommend enhancements to improve operational efficiency.
- Assist in resolving issues that may delay policy approval or issuance.
- Maintain accurate client records and documentation within the company's systems.
- Understand, support, and contribute to the mission, vision, and values of the organization.
Inforce Business
- Process policy service requests, such as beneficiary changes, ownership changes, address updates, premium changes, and other policy servicing requests.
- Coordinate policy reinstatements, withdrawals, surrenders, loans, and other inforce transactions.
- Follow up with insurance carriers to ensure service requests are completed in a timely manner.
- Respond to inquiries from Advisors regarding policy status and servicing matters.
- Maintain accurate records of all inforce transactions and communications.
Qualifications
- A bachelor’s degree in business, economics, accounting or equivalent
- 2+ years of experience in an administrative/ operations role in the insurance industry is an asset
- Strong organizational skills with a keen eye for detail
- Possess strong leadership and self-motivation
- Easily adaptable to change
- Strong multi-tasker with a high level of accountability
- Customer-oriented and professional
- Fluent in English, Mandarin/Cantonese fluency is an asset.
Competitive compensation package with group benefits offered upon successful completion of the probation period.
We would like to thank all candidates for expressing interest; however, only those selected for interviews will be contacted.
Pay: $45,000.00-$50,000.00 per year
Benefits:
- Dental care
- Extended health care
- Vision care
Work Location: In person
