Drive complex life insurance strategies as a Senior Case Manager. Oversee high-value cases from inception to implementation while collaborating with multiple stakeholders for seamless execution.In this senior execution-focused role, you will manage intricate client files and ensure timely communication among clients, advisors, and insurance carriers. Your strong technical background in life insurance underwriting and advisory will be essential in identifying bottlenecks and driving cases to completion. This position is ideal for someone who thrives in an operational role rather than a purely sales-focused environment.Key Responsibilities:• Oversee end-to-end management of complex client files• Coordinate with clients and advisors for seamless execution• Enhance workflows and standardize processes• Prepare detailed insurance illustrations and reports• Conduct internal audits after policy placementRequirements:• 5–10+ years in life insurance, underwriting, or advisory• Strong knowledge of underwriting processes and client interactions• Excellent communication skills engaging senior stakeholders• Highly organized with attention to detail• Comfortable in a collaborative, on-site roleLeverage your expertise in life insurance to enhance operational efficiencies in a fast-growing advisory environment.#J-18808-Ljbffr
Senior Case Strategy Manager For High-Net-Worth Clients
DAVID APLIN RECRUITING
toronto, toronto
Published 27 days ago
Report job