Job Description

Overview

Join Aviso as an Insurance Case Coordinator, managing critical back-office operations in a dynamic setting.

Your role will focus on enhancing service delivery for clients and advisors. This six-month contract position in Insurance Operations requires an individual with strong organizational skills and a solid understanding of industry processes. You will manage multiple insurance cases, support advisors, and maintain effective communication with insurance carriers.

Your proactive service-minded approach is essential to meet departmental goals and positively impact client satisfaction.

Responsibilities

  • Serve as a point of contact for Insurance Advisors
  • Manage up to 250 recent business and Inforce cases
  • Conduct thorough data entry using WealthServ system
  • Coordinate with insurance carriers regarding underwriting requirements
  • Ensure timely follow-up on pending applications

Qualific...

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