Insurance Inforce Coordinator, Wealth Management Operations
Top Benefits
About the role
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
CIBC.com
What You’ll Be Doing
The Insurance Inforce Coordinator is dedicated to overseeing all active insurance policies on behalf of CIBC Wood Gundy Financial Services Inc. In this role the Coordinator works closely with Estate Planning Specialists, Estate Planning Assistants and Investment Advisors across Canada to ensure that all policies are properly serviced and remain in good standing with insurance carriers. Key accountabilities include client service for all policyholders, product inquiries, policy changes, and ensuring the data integrity of all client and policy information both in SmartOffice and with each insurance carrier. The Insurance Inforce Coordinator also contributes to the generation of new insurance sales and increased revenue through the preparation of monthly term conversion reports for the Estate Planning Specialists.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You’ll Succeed
- Relationship/Vendor Building - Required to respond to internal client inquires and requests, providing professional high quality customer service for the assigned insurance portfolio to ensure client satisfaction. You will liase and interact with internal clients as part of the daily management of your insurance portfolio.
- Compliance & Adherence - Monitor performance and quality metrics and ensure compliance with data related policies, standards, roles and responsibilities, and adoption requirements. Monitor adherence to data policies across the organization to ensure availability of high-quality data, consultative and subject matter expertise, ensuring all users of data understand policies, procedures and standards.
- Analytical Thinker - must be able to identify and define problems, extract key information from data and develop workable solutions for the problems identified in order to test and verify the cause of the problem and develop solutions to resolve the problem identified.
Who You Are
- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You can be clearly understood. You have very strong communication and presentation skills with a demonstrated ability to clearly and concisely present information to groups and individuals at all levels in the organization.
- You are a problem solver. You have execptional critical thinking, problem solving and decision making skills with demonstrated ability to independently identify and analyze business problems and recommend solutions
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
-
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
-
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
-
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
-
Subject to plan and program terms and conditions
What you need to know
-
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact
-
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
-
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Toronto-81 Bay, 27th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Business Operations, Escalation Management, Office Administration, Operations Management, Organizing, Policy Interpretation, Prioritization
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.
Insurance Inforce Coordinator, Wealth Management Operations
Top Benefits
About the role
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
CIBC.com
What You’ll Be Doing
The Insurance Inforce Coordinator is dedicated to overseeing all active insurance policies on behalf of CIBC Wood Gundy Financial Services Inc. In this role the Coordinator works closely with Estate Planning Specialists, Estate Planning Assistants and Investment Advisors across Canada to ensure that all policies are properly serviced and remain in good standing with insurance carriers. Key accountabilities include client service for all policyholders, product inquiries, policy changes, and ensuring the data integrity of all client and policy information both in SmartOffice and with each insurance carrier. The Insurance Inforce Coordinator also contributes to the generation of new insurance sales and increased revenue through the preparation of monthly term conversion reports for the Estate Planning Specialists.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You’ll Succeed
- Relationship/Vendor Building - Required to respond to internal client inquires and requests, providing professional high quality customer service for the assigned insurance portfolio to ensure client satisfaction. You will liase and interact with internal clients as part of the daily management of your insurance portfolio.
- Compliance & Adherence - Monitor performance and quality metrics and ensure compliance with data related policies, standards, roles and responsibilities, and adoption requirements. Monitor adherence to data policies across the organization to ensure availability of high-quality data, consultative and subject matter expertise, ensuring all users of data understand policies, procedures and standards.
- Analytical Thinker - must be able to identify and define problems, extract key information from data and develop workable solutions for the problems identified in order to test and verify the cause of the problem and develop solutions to resolve the problem identified.
Who You Are
- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You can be clearly understood. You have very strong communication and presentation skills with a demonstrated ability to clearly and concisely present information to groups and individuals at all levels in the organization.
- You are a problem solver. You have execptional critical thinking, problem solving and decision making skills with demonstrated ability to independently identify and analyze business problems and recommend solutions
- Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
- You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
-
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
-
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
-
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
-
Subject to plan and program terms and conditions
What you need to know
-
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact
-
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
-
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Toronto-81 Bay, 27th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Business Operations, Escalation Management, Office Administration, Operations Management, Organizing, Policy Interpretation, Prioritization
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.