Life & Wealth Case Coordinator

Become a vital member of NFP's Life & Wealth Management team as a Case Coordinator in a hybrid role based in Markham or Toronto. Ensure efficiency in applications, medical orders, and client relations.
This full-time role requires an individual who is both organized and detail-oriented, tasked with entering insurance data, tracking medical orders, and liaising with carriers for policy approvals. By effectively managing cases and providing outstanding customer service, you will support clients and internal teams alike.
Key Responsibilities:
• Accurately enter insurance applications into systems
• Work with applicants to schedule crucial medical tests
• Liaise with insurance carriers for necessary documentation
• Monitor each case and update stakeholders regularly
• Organize case documentation ensuring industry compliance
Requirements:
• Bachelor’s degree is preferred
• 2+ years of relevant administrative experience
• Knowledge of insurance products and m...