Job title: Case Coordinator

Company: Industrial Alliance Insurance

Job description: Description

Are you passionate about building strong relationships and have experience working with and supporting Advisors? This could be the perfect opportunity for you!

What YOU will be doing:

Answer all inquiries either by phone or email in a call centre environment, from the WFG (World Financial Group) agents providing a wide range of sales and administration assistance

Handle sensitive situations when the application is missing or has incorrect information, or there is a lack of understanding from the Advisors.

Provide information and training to the broker to avoid future similar inquiries

Build Relationships by strengthening and enhancing rapport with WFG agents and internal territory sales team ensuring a collaborative relationship at all times

Explain the underwriting workup to gain the trust from the broker that the best decision was made in the best delays

Assign applications/ expert inquiries to the underwriters

Administer insurance applications and other related new business related tasks on a daily basis

What YOU will bring to the position:

College or University degree in a related field

3-5 years of call centre experience in financial services

Life insurance knowledge and experience

Strong relationship building and interpersonal skills together with strong active listening skills

Bilingual (French & English) is a strong asset, but all candidates will be considered.

Expected salary:

Location: Vancouver, BC

Job date: Sat, 21 Oct 2023 22:29:15 GMT