Insurance Case Coordinator

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity:

We’re looking for an Insurance Case Coordinator (ICC) to join our Insurance Operations team.

Reporting to the Supervisor, Insurance Operations, the Insurance Case Coordinator is responsible for handling back-office operations in line with departmental, divisional, and corporate goals and strategies for a full service Managing General Agency including new business and in-force support for advisors and their assistants

The incumbent will interact with multiple parties internally and externally (Carriers and our agency partners) using their excellent oral and written communication skills. They will demonstrate excellent judgment and interpersonal skills, including the ability to request changes and exceptions from insurance companies related to new business processing, where possible. This requires sufficient familiarity with insurance back-office operations to understand priorities and to be able to identify opportunities for service enhancements and efficiencies in our back office.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Dedicated point of contact for Insurance Advisors and Assistants which requires building relationships, guiding advisors to Insurance resources and providing direction on the advisors’ back-office processes. We are responsible for both service and operations
• Managing up to 250 new business and Inforce cases, GIC, Annuities, and basic health.  Data entry in insurance system (WealthServ), including application screening, and ordering required medicals in a timely manner. Navigate 10 insurance carriers’ websites to identify underwriting requirements and ensure accurate information is online and addressing discrepancies directly with carriers
• Learn additional functions within the team, contracting, mail, transfers, CIS Admin general inquires and the large cases to provide back up support and participate in projects
• Accountability to complete all necessary follow up with insurance companies from the time application is submitted to placement of policy. Updating the insurance system to reflect status changes is an essential part of the new business function. This includes checking policies for accuracy and handling delivery requirements
• Responsible for maintaining the CIS mailboxes and upholding Service Level Standards internally and externally. Including research and problem resolution to ensure speedy results
• Conduct weekly follow-up for status updates on each pending file and update the insurance system daily to reflect status changes and communicate these changes to appropriate parties
• Solid understanding of the WealthServ system including Carrier eApp and Pending Feeds, data clean up and assisting with implementation of vendor software releases including reports and data extracts
• Stay current on the 10 carrier processes, insurance industry standards/practices and operational changes and incorporate these changes into your day-to-day tasks. Collaborate with the Regional Insurance Consultants to help address challenges and delays from advisors’ responses to remove roadblocks to settling insurance policies
• Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments, work independently with minimum supervision and a high degree of personal initiative

Your experience and skills:

• Post-Secondary Education, together with recognized industry and leadership certification is an asset
• Minimum 1 year of progressive insurance industry experience and 3 years of administrative skills (preferred)
• Mid-level proficiency in Microsoft Office (Excel, Word, Outlook) and Internet; familiarity with insurance systems and websites is an asset; ability to learn new software; fast and accurate typing skills (required)
• Solid understanding of insurance new business procedures and underwriting process from application submission to policy settlement.  Familiarity with how these processes affect different types of products such as life insurance and living benefits.   Familiarity with industry related feed technology and Canadian insurance data standards into WealthServ, CLIEDIS, CITS)
• Excellent interpersonal and communication skills with the confidence to present information to different audiences. This includes the ability to request exceptions, changes and explanations from insurance companies as required
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Excellent problem-solving skills to deal with exceptions, escalate issues and determine solutions
• Demonstrate creativity, innovation, and an ability to anticipate business needs while solving problems quickly and efficiently for an exceptional service experience
• Disciplined work ethic, exceptional organizational skills, and ability to prioritize and multitask work independently with minimum supervision and a high degree of personal initiative