Hybrid High-Net-Worth Case Coordinator, Life Insurance

Posted 2 days ago

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About the role

  • High-Net-Worth Case Coordinator supporting life insurance applications and working closely with Financial Advisors. Building relationships and ensuring timely processing for client services across Canada.

Responsibilities

  • Provide proactive support to Corporate, National, and Independent Advisor offices
  • Build strong one-to-one relationships with assigned branches
  • Follow up on pending cases to ensure service standards and timelines are met
  • Communicate key updates through calls, emails, and notifications
  • Take ownership of assigned files and resolve issues that could delay progress
  • Identify and remove obstacles in the case process to keep applications moving effectively

Requirements

  • Bilingualism (French & English) is an asset
  • Proven customer service experience with professionalism across all management levels
  • Strong oral and written communication skills
  • Effective team player with strong interpersonal abilities
  • Adaptable and comfortable operating through continuous change
  • Strong problem-solving, organizational skills, and attention to detail
  • Knowledge of life insurance terminology is an asset

Benefits

  • health, dental, mental health, vision insurance
  • short- and long-term disability coverage
  • life and AD&D insurance
  • adoption/surrogacy benefits
  • wellness benefits
  • employee/family assistance plans
  • retirement savings plans (including pension and global share ownership plan with employer matching)
  • financial education and counseling resources
  • generous paid time off including holidays, vacation, personal, and sick days

Job title

High-Net-Worth Case Coordinator, Life Insurance

Job type

Experience level

Mid levelSenior

Salary

CA$56,175 - CA$93,625 per year

Degree requirement

Associate's Degree

Location requirements

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