Senior Coordinator, Strategic Underwriting/Coordinateur(trice) principal(e), Opérations de Sélection des Risques Stratégique
Core
End-to-end case management for life insurance risk selection files, coordinating between wealth advisors, vendors, and insurers to ensure timely processing and accurate documentation.
Role type
Senior Coordinator, Strategic Risk Selection
Builds
Operational workflow for risk selection files submitted to the Strategic Risk Selection division
Domain
Life Insurance / Wealth Management
Deliverable
client delivery
Required skills
File lifecycle management, vendor coordination, proactive communication, process improvement, expense tracking, risk-selection terminology knowledge
Preferred skills
WealthServ platform knowledge, LOMA designation, clinical/actuarial concepts familiarity
Technologies
WealthServ
Responsibilities
Verify risk-selection intake forms for completeness and accuracy; Order and track medical, financial, and APS reports; Maintain up-to-date file status and act as operational point of contact; Support adherence to service deadlines and processing expectations; Collaborate with Finance to track expenses; Identify inefficiencies and propose process improvements; Support handoff of files to insurers; Work with VP to build knowledge of risk-selection analysis and case strategy
Seniority
Senior, hands-on IC with growth potential
