You will answer all inquiries either by phone or email from the WFG field force regarding the administration and underwriting of their cases.
iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.
With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.
Are you someone that loves to help people but also like administrative work? Then we may have the perfect position for you! We are currently looking for a WFG Case Coordinator for our team based in Toronto!
The National Case Coordinator / Customer Service Representative will answer all inquiries either by phone or email from the WFG field force regarding the administration and underwriting of their cases. Case Coordinator is the direct link with the agent. Therefore, this is an important role ensuring accurate and complete information is communicated to the agent in a friendly and courteous manner at all times. Responsible for handling sensitive situations when the application is missing information, lack of understanding or incorrect which will be frustrating for the agent as may cause delays or an adverse decision in underwriting which would impact directly the agent’s compensation.
What You will be doing as Case Coordinator:
What You will bring: