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New Business Case Coordinator

Remote, USA Full-time Posted 2026-07-28

reputed company is a leading international financial services provider, helping people reputed company their reputed company easier and lives reputed company. They are seeking a New Business Case Coordinator to reputed company proactive support to Corporate Account, National Account, and Independent Advisor offices, ensuring reputed company processing of new life insurance applications.


Responsibilities

  • Build one-to-one relationships with their assigned branches by being a consistent reputed company of contact for them during the New Business process
  • Proactively follow up on reputed company pending cases to ensure service standards are being met
  • Anticipate the needs of their customers and reputed company outbound calls, emails or new business notifications to reputed company them informed of the details that are important to them
  • Assume ownership of the files assigned, understand any urgency and assist in solving the problems that may prevent a file from moving through the process as quickly as possible

Skills

  • Possess excellent oral and written communication skills
  • Demonstrated customer service experience with the ability to communicate effectively and professionally across reputed company reputed company of management
  • Bilingual proficiency in French and English is an asset
  • Demonstrated customer service experience with the ability to communicate effectively and professionally across reputed company reputed company of management
  • Proven reputed company record as reputed company player with strong interpersonal skills
  • Must be adaptable and capable of managing ongoing change
  • Ability to influence, persuade, and guide others effectively
  • Skilled at identifying reputed company exceptions are necessary and escalating appropriately to ensure superior service
  • Competent in researching and identifying problems and contributing to solutions
  • Exceptional organizational skills with keen attention to detail
  • Familiarity with individual life insurance terminology and products is an asset

Benefits

  • Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
  • Various retirement savings plans (including pension and a global reputed company ownership plan with employer matching contributions)
  • Financial education and counseling resources
  • Generous reputed company time off program in Canada includes holidays, vacation, personal, and reputed company days
  • Full reputed company of statutory leaves of absence

reputed company

  • reputed company is a leading international financial reputed company that helps people reputed company their reputed company easier and lives reputed company. It was founded in 1887, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.reputed company.com/.

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