Case Coordinator - Vancouver, Canada - Richardson Wealth Ltd

Richardson Wealth Ltd

Verified Company

Vancouver, Canada

4 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

Where we're going:

We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.

To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.

Position Overview

Responsibilities:

Under direction from the producers, orders & compiles supporting materials to assist in underwriting including medicals, motor vehicle reports and attending physician statements as required
Responds to the interactions between insurance carrier underwriters and the client to assist in the issuing of policies
Prepares the policy for delivery to the client
Services policy owners including but not limited to payment reminders, past due notices, and NSF's
Initiates appropriate changes to the policy including but not limited to pac, beneficiary changes, ownership forms, address changes, claims
Responds to inquiries from advisors, Producers, Associates, clients, insurers, Accountants, and lawyers respecting confidentiality agreements
Surveys the database for upcoming policy term renewals and prepare information for Operations Manager including running illustrations.
Ensure that renewals are done in a timely manner
Manages electronic and paper records and files, respecting appropriate security standards
Assists in the financial settlement of policies and the reconciliation of policy commissions

Qualifications:

University or college degree
LLQP (Life Insurance) license
25 years relevant work experience
Has solid understanding of insurance products, sales, and 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 backoffice administration system

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.

We are a proud partner of Pride at Work Canada.