About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
The Senior Case Coordinator is responsible for managing the insurance case lifecycle, from application intake through underwriting, policy delivery, and ongoing client servicing. They work closely with Estate & Insurance Advisors (EIAs), to ensure efficient, accurate, and timely case management. The successful candidate will play a key role in delivering a high standard of client service while supporting complex insurance cases and maintaining strong relationships across internal and external partners.
In addition, they help with ongoing client needs, policy maintenance, and renewal management, contributing to a smooth and positive experience.
This is an existing vacany.
This role is required to engage, orally and in writing in interactions with clients, partners, employees, branches and executives located outside Quebec. These interactions may be complex and regular, most often on a daily basis, therefore due to the extent of the interactions in English, this role requires oral and written proficiency in English and French when based in Quebec
Duties and Responsibilities:
- Under direction from the EIA, gathers and submits required documents for underwriting, such as medicals, motor vehicle reports and attending physician statements as required
- Track applications and follow up with insurers, advisors, and clients as needed
- Prepares policies for delivery to clients
- Provides ongoing policy servicing support to clients, which includes but is not limited to payment reminders, past due notices, and NSF’s
- Process policy changes such as PAC (pre-authorized checking) updates, beneficiary changes, ownership forms, address changes, and claims
- Responds to inquiries from EIAs, advisors, clients, insurers, accountants, and lawyers respecting confidentiality agreements
- Manages and tracks upcoming policy term renewals including running illustrations and coordinating timely renewal process
- Maintains and updates client and policy information within the back-office systems on an ongoing basis
- Ensures all electronic and physical files are complete, accurate, and compliant with the internal policies and regulatory requirements
- Assists in the financial settlement of policies and the reconciliation of policy commissions
Qualifications:
- Bilingual in English and French (spoken and written)
- 3-5+ years in insurance administration or case coordination
- Strong knowledge of life insurance products, sales, and policy service processes
- Previous customer service training
- Attention to detail and accuracy, along with strong organizational skills
- Ability to work independently and as part of a team
- Experience with back-office administration system
- Competence in Microsoft Office applications
Education:
- University or college degree
- LLQP Life License – Quebec license required, multi-province licensing across Canada considered an asset.
- Alternatively, willingness to obtain multiple licenses across Canada is considered an asset.
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
