Description
Step into the role of Case Manager in Wealth Insurance Services at TD, located in Winnipeg, Manitoba. Deliver outstanding client service while overseeing compliance and documentation.
This full-time position involves working alongside insurance carriers, Estate Planning Advisors, and sales force members to maintain smooth operational workflows. You’ll be responsible for comprehensively processing policy requests and ensuring compliance with banking laws and industry standards. This role demands strong communication abilities to effectively serve clients and aid various department teams.
Key Responsibilities:
• Facilitate communication with various insurance carriers
• Ensure proper regulatory compliance within service processes
• Process all incoming documentation according to SLAs
• Capture and record policy information for auditing purposes
• Analyze and mitigate risks associated with client policies
Requirements:
This full-time position involves working alongside insurance carriers, Estate Planning Advisors, and sales force members to maintain smooth operational workflows. You’ll be responsible for comprehensively processing policy requests and ensuring compliance with banking laws and industry standards. This role demands strong communication abilities to effectively serve clients and aid various department teams.
Key Responsibilities:
• Facilitate communication with various insurance carriers
• Ensure proper regulatory compliance within service processes
• Process all incoming documentation according to SLAs
• Capture and record policy information for auditing purposes
• Analyze and mitigate risks associated with client policies
Requirements:
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