Insurance Case Coordinator

  • Aviso Wealth
  • Vancouver, British Columbia, Canada
  • Jul 26, 2022

Job Description

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at

The Opportunity:
We're looking for an Insurance Case Coordinator to join our Insurance team.
Reporting to the Manager, Insurance Operations, the Insurance Case Coordinator is responsible for providing administrative service and support in processing life, annuity and GIC applications through to settlement of the policy for our Credit Union clients.

Who you are:
  • Service - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
  • Execution - You are committed to achieving your goals and to succeed. This includes focusing on "getting things done", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
  • Collaboration - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:
  • New business data entry in insurance database (Virtgate/Wealth Serv), including application screening, and ordering required medicals in a timely manner. Facilitating transfers of insurance policies between distribution channels such as MGAs and National Accounts. Ordering and canceling of agent codes for new and terminated advisors
  • Accountability to complete all necessary follow up with insurance companies from the time application is submitted to placement of policy. Updating the insurance database to reflect status changes is an essential part of the new business function. Checking issued policies for accuracy
  • Conducts weekly follow-up for status updates on each pending file and updates insurance database daily to reflect status changes and communicates these changes to appropriate parties. This includes checking policies and transfers for accuracy and handling delivery requirements where appropriate
  • Responsible for maintaining the CIS mailboxes and maintaining Service Level Standards internally and externally. Handles all status queries from advisors, coordinators, insurance companies and Regional Insurance Consultants for general inquiries; including research and problem resolution to ensure speedy resolution
  • Special Projects related to above functions, including data clean up in Virtgate system


Your experience and skills:
  • Minimum 1 year post secondary education
  • 1-3 years in life insurance industry, preferably in an MGA environment preferred
  • Familiarity with insurance products and terminology preferred
  • Familiarity with Wealth Serv or Virtgate database system preferred
  • Previous experience in dealing with credit unions preferred
  • Fluent communication skills in English are required and bilingual skills in French are an asset
  • Excellent organizational skills and attention to detail; ability to multi-task and work well in a fast-paced environment
  • Ability to demonstrate excellent judgment and research skills
  • Excellent customer service skills
  • Strong team player
  • Intermediate computer skills in Microsoft Office (Excel, Word, Outlook) and Internet; familiarity with insurance databases and websites an asset; ability to learn new software; fast and accurate typing skills
  • Must be able to work business hours of the Pacific Time Zone (BC)


Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at