Insurance Case Coordinator at Aviso
Aviso Wealth • vancouver, Canada
Role Description
Enhance client service delivery as an Insurance Case Coordinator with Aviso. This six-month contract focuses on managing insurance cases and coordinating with carriers to ensure smooth operations.
As an integral part of the Insurance Operations team at Aviso, you will oversee up to 250 business and Inforce cases. Strong organizational skills and a solid understanding of industry processes are essential. Your role involves supporting advisors and maintaining effective communications with insurance carriers, all while aiming to improve client satisfaction.
Key Responsibilities:
• Serve as a contact point for Insurance Advisors
• Manage a portfolio of up to 250 recent business cases
• Input data accurately using WealthServ system
• Communicate with carriers regarding underwriting needs
• Follow up promptly on pending insurance applications
Requirements:
• Minimum of 3 years administrative experience
• Profici...
As an integral part of the Insurance Operations team at Aviso, you will oversee up to 250 business and Inforce cases. Strong organizational skills and a solid understanding of industry processes are essential. Your role involves supporting advisors and maintaining effective communications with insurance carriers, all while aiming to improve client satisfaction.
Key Responsibilities:
• Serve as a contact point for Insurance Advisors
• Manage a portfolio of up to 250 recent business cases
• Input data accurately using WealthServ system
• Communicate with carriers regarding underwriting needs
• Follow up promptly on pending insurance applications
Requirements:
• Minimum of 3 years administrative experience
• Profici...