Senior Case Coordinator at Richardson Wealth

Join Richardson Wealth as a Senior Case Coordinator, managing the insurance case lifecycle with a focus on client satisfaction. Your expertise in case coordination will enhance service delivery and relationships.

In this role, you will oversee the complete insurance case lifecycle, collaborating directly with Estate & Insurance Advisors. Manage application intake, underwriting, policy delivery, and ensure ongoing client servicing, all while maintaining compliance. Your detail-oriented approach will contribute to a seamless experience for clients and advisors alike.

Key Responsibilities:
• Gather required documents for underwriting submissions
• Track applications and follow up with clients and insurers
• Prepare policies for timely delivery to clients
• Provide ongoing support for policy servicing and changes
• Manage and update policy and client information accurately

Requirements:
• Bilingual in English and Fr...