Case Specialist

JOB STATEMENT :

Reporting to the New Business Manager in BC, the successful candidate is responsible for New Business and Inforce Business servicing to IDC WIN brokers across Canada. The candidate must be customer centric self-starter with solid organizational skills.

ESSENTIAL FUNCTIONS:

• Providing full Managing General Agency (“MGA”) support to brokers in respect to the new business cycle up to and including policy placement and service;
• Processing new business applications across several lines;
• Managing and overseeing the underwriting and issue process;
• Building a strong working relationship with internal and external partners (i.e. Life Carriers & independent brokers); and
• Assisting with marketing, inquiries as required.

JOB SPECIFICATIONS:

• Minimum 3 years industry experience
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