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 busines...