Case Coordinator, Life & Wealth Management

Markham, ON, CA

Business Line: Life & Wealth

Hours Per Week: 35 (Full-Time)

Locations: Markham and Toronto, Hybrid Setting (possibility of increased in-office days during specific timeframes) (https://www.nfp.ca/about-nfp/find-an-office)

Job Details: Full-Time, Permanent Position, Current Vacancy

Wage Transparency: The base salary range for this position is $55,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role

We are seeking a dedicated and detailed-oriented individual to join our team as a Case Coordinator to support the needs of our Life & Wealth Management division. In this role, you will be responsible for entering application data, coordinating medical orders, underwriting and implementation, issuance and delivery of complex policies. The Case coordinator works closely as a liaison between the insurance carriers and clients to ensure that all requirements are met for policy approval.

What You’ll Do

• Enter new insurance applications into the carrier portals ensuring all necessary information is complete and accurate.

• Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests.

• Liase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval.

• Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed.

• Maintain and organize all case – related documentation, ensuring compliance with company and industry standards.

• Identify and resolve any issues or delays in the application process, working proactively to keep cases moving forward.

• Provide exceptional customer service to clients, answer questions and addressing concerns related to the application process.

• Work with underwriting teams to obtain preliminary opinions.

• Entering underwriting and policy data into Sales Force.

• Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS).

What You Bring

• Bachelor’s degree is preferred.

• Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration.

• Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.).

• Proficiency in Microsoft office and Excel.

• Strong organizational and multitasking abilities.

• Ability to manage a high-volume workload in a fast-paced & demanding environment.

• Proficient in collaborative teamwork while also demonstrating strong independent work capabilities.

• Ability to think critically, problem-solve and develop solutions beyond the surface.

• High attention to detail.

• Excellent interpersonal, verbal, and written communication.

• Proven experience providing excellent client service predominantly through email communication.

• Ability to work independently and as part of a team.

• Service oriented – no task too small

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind

• Potential bonus plan for employees

• Matching RRSP plan of 5% of salary

• Referral Commission Plan

• Generous benefits plan including Health Care Spending Account starting on the first day of employment

• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career

• Reimbursement of license fees and professional membership dues

• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

Artificial Intelligence Disclosure: A.I. is not being used to screen, assess, or select applicants for the position.