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Job Summary
Job Description
What is the opportunity?
As a New Business Case Coordinator you will manage cases for life and/or living benefit new business applications by ensuring all requirements to assess the underwriting risk are obtained. You will provide pro-active updates to the MGA administrative or account contact.
What will you do?
Act as the primary contact for external Account Administrators throughout the New Business and underwriting process. The Case Coordinator is responsible for setting and managing client expectations.
Provide pro-active communications to the appropriate MGA Administrator or account contact detailing the status of all requirement activity
Provide feedback and recommendations identifying trends/gaps and training opportunities, as it relates to the processing of the Life and Living Benefit new business application process
Identify and resolve any case specific delays to ensure all necessary processing occurs within specified service level agreements.
Maintain up to date new business Underwriting Pro notes summarizing actions taken, inquiries received including emails and phone calls received and sent.
What will you need to succeed?
Must have
Proven ability to proactively manage a high volume caseload while managing changing priorities
Provide quality and effective communication to all clients
Responsiveness to inquiries with sense of urgency
Internal and external communication are accurate, clear and concise
Develop and maintain collaborative relationships with multiple internal and external partners
High degree of professionalism coupled with the ability to handle pressure is a necessity
Insurance industry knowledge or experience
Nice to have
LOMA, ACS
College Graduate
New Business or relative experience
Special Conditions
Please note the successful candidate will have the ability to work remotely out of any province.
Whats in it for you?
A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
Competitive pay and high-earning potential
All the tools, training, and team support you need to grow your career
Flexible work/life balance options
Sophisticated RBCI software tools to boost your productivity
Job Skills
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I
and Equal Opportunity Employment
nclusion
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