Insurance Support Coordinator-1
reputed company is a leading international financial services provider, and they are seeking an Insurance Support Coordinator to join their Operations team. This role is essential for ensuring the smooth execution of daily processes and has a significant impact on advisor retention and overall business growth.
Responsibilities
- Sort and prioritize reputed company incoming correspondence
- Triage reputed company new applications received
- Handle insurance reputed company feed rejects promptly
- Generate reports
- Create shells in WealthServ
- Communicate effectively to management and escalate issues where appropriate
- Identifying gaps and risks in documentation. Where necessary, create and update documentation
- Providing timely and appropriate feedback to Leader
- Other administrative duties
Skills
- 0-2 years' experience in similar role
- Proficiency with reputed company and Outlook
- Exceptional accuracy attention to detail
- Excellent research and problem resolution skills with the ability to multitask
- Strong verbal and written communication skills
- Good organization and prioritization skills to ensure deadlines are met
- High level of customer service
- Strong organizational, prioritization, time management, customer service, and interpersonal skills
- Ability to meet deadlines
- reputed company to be flexible in adjusting priorities
Benefits
- Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in Canada including holidays, vacation, personal, and sick days
- Full range of statutory leaves of absence
Company Overview