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    Account Coordinator Intern - Toronto, ON, Canada - Aviso

    Aviso
    Aviso Toronto, ON, Canada

    2 weeks ago

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    Description
    As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We're looking for an Insurance Case Coordinator (ICC) to join our Insurance Operations team.
    This role requires you to perform essential duties 1-3 days per week in your assigned Aviso Office. Reporting to the Supervisor, Insurance Operations, the incumbent is responsible for handling back-office operations in line with departmental, divisional, and corporate goals and strategies for a full service Managing General Agency including new business and in-force support for advisors and their assistants

    Must demonstrate excellent judgment and interpersonal skills, including the ability to request changes and exceptions from insurance companies related to new business processing, where possible.

    Needs to be sufficiently familiar with insurance back-office operations to understand priorities and be able to identify opportunities for service enhancement and efficiencies in our back office.

    You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

    New business data entry in insurance system (WealthServ), including application screening, and ordering required medicals in a timely manner.

    Facilitating transfers of insurance policies between distribution channels such as MGAs and National Accounts. Understanding our AGA relationship, and becoming familiar with these processes, contacts, and carrier websites

    Accountability to complete all necessary follow up with insurance companies from the time application is submitted to placement of policy.

    Updating the insurance system to reflect status changes is an essential part of the new business function

    Conduct weekly follow-up for status updates on each pending file and update insurance system daily to reflect status changes and communicate these changes to appropriate parties.

    This includes checking policies and transfers for accuracy and handling delivery requirements where appropriate

    Handles all status queries from advisors, assistants/coordinators, insurance companies and Regional Insurance Consultants for general inquiries; Solid understanding of the WealthServ system including Carrier Pending Feeds and in-force feeds when implemented.

    Data clean up, and assisting with implementation of vendor software releases including reports and data extracts are required
    Post-Secondary Education, together with recognized industry and leadership certification is an asset
    Minimum 2 years of progressive insurance industry experience (preferred)
    Mid-level proficiency in Microsoft Office (Excel, Word, Outlook) and Internet; familiarity with insurance systems and websites an asset; ability to learn new software; fast and accurate typing skills (required)
    Solid understanding of insurance new business procedures and underwriting process from application submission to policy settlement. Familiarity with how these processes affect different types of products such as life insurance and living benefits. Familiarity with industry related feed technology and Canadian insurance data standards into WealthServ, CLIEDIS, CITS)
    Fluent communication skills in English are required and bilingual skills in French are an asset
    This includes the ability to and ability to negotiate and request exceptions, changes and explanations from insurance companies as required Excellent problem-solving skills to deal with exceptions, escalate issues and determine solutions
    Excellent health, dental and insurance benefits to meet the diverse needs of our employees
    Matching contributions to our retirement program
    Regular social events to foster teamwork
    Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities.

    If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

    Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management, and over 1,000 employees.

    We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.

    We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.

    Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly.

    Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach.

    Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.

    Aviso is backed by the collective strength of our owners:
    the credit union Centrals, Co-operators/CUMIS, and Desjardins.

    A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.

    This position is posted with an expected salary range of $59,000 - $62,000 CAD annually.
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