Canada onlyWe are seeking an Advanced Markets, Case Manager to deliver a proactive, white-glove experience for High-Net-Worth advisors and clients, managing complex, high-value life insurance cases from application to placement.
Requirements
- 3-5+ years of experience in life insurance new business, underwriting support, or case management
- Strong understanding of life insurance products, underwriting processes, and financial documentation requirements
- Ability to manage multiple complex cases simultaneously while maintaining accuracy and service quality
- High level of discretion, professionalism, and client-service orientation
- Proficiency with new business processing systems, workflow tools, and CRM platforms
Benefits
- Incentive pay
- Annual salary reviews
- Employer-paid benefits and pension matching
- Competitive vacation
- One paid volunteer day each year
- Healthy work-life balance
- Dress for your day approach
United States
AU, CA + 3 more