Case Specialist (1-year contract)

JOB STATEMENT The key role of the New Business Case Specialist is to provide support and to communicate with the Advisors of IDC WIN with the objective of facilitating the settlement of all new business in the most efficient manner possible.

RESPONSIBILITIES Processing – New Insurance Business –

Reviewing and processing life applications;

Communicating with the Contracting and Compensation Administrator and/or other Case Specialists to ensure timely processing;

Working closely with each carrier to ensure timely approval and settlement of contracts;

Communicating relevant information or changes in status of pending business to producers;

Managing detailed information on WealthServ for efficient tracking and measurement of business and processing performance;

Assisting Advisors in ordering medical requirements when required;

Assisting in the management of the new business email inbox on a rotation basis;

Assisting in managing the various carrier websites and updating client files; and

Processing field underwriting and procedural inquiries from Advisors.

Processing – In Force/Policy Service –

Reviewing and processing In Force policy service requests;

Working closely with each carrier to ensure a timely decision/approval;

Communicating all updates from carriers to the Advisor;

Processing “non underwriting” policy service requests; and

Fielding Advisor inquiries regarding policy service issues and adhering to the service level standards for each Advisor group.

Other Responsibilities –

Communicating with the Department Head regarding all internal and external issues;

Assisting with other administrative tasks as needed; and

Assisting with reception duties when required.

QUALIFICATIONS

Post‑secondary education

Completion of LOMA courses (i.e. FLMI, ACS) considered an asset

3 years+ experience working in a customer service environment

Strong knowledge of Microsoft Word, Excel, Outlook, PowerPoint

Experience with WealthServ an asset

Ability to work effectively and efficiently in a team environment

Excellent oral and written communication skills and strong negotiation skills

Detail‑oriented with high degree of accuracy

Ability to multi‑task and process in a timely manner and meet deadlines

Organized with the ability to prioritize workload

Strong problem solving abilities

COMPENSATION Commensurate with experience

If you are interested in applying for this position, please forward a cover letter and resume in confidence to .

Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.

We thank all applicants for their interest but only those selected for an interview will be contacted.

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