Proactive Insurance Case Coordinator for Advisors’ Success

Unlock your potential as an Insurance Case Coordinator, focusing on delivering exceptional support to Insurance Advisors. This role enables you to enhance efficiency and build strategic partnerships within a thriving insurance environment.

Reporting to the Supervisor of Insurance Operations, you will manage back-office functions crucial to a Managing General Agency. Your main tasks include processing new business applications and liaising with carriers for required changes. Strong organizational skills and the ability to prioritize tasks will play a key role in your success.

Key Responsibilities:
• Guide advisors through insurance back-office processes
• Handle diverse cases including GIC and Annuities
• Keep insurance system updated with status changes
• Ensure timely follow-ups on pending applications
• Assist with project tasks and additional team functions

Requirements:
• Minimum 1 year in the insurance sect...