Sr Case Coordinator

Richardson Wealth Ltd; Montreal (administrative region); Hybrid; CAD 70,000 - 85,000; Full time

Benefits offered by this job

Health & dental benefits

RRSP matching

Paid time off

Incentive plan

Job summary

The Senior Case Coordinator at Richardson Wealth Ltd handles the insurance case lifecycle from intake to underwriting and policy delivery, ensuring accurate service for high‑value clients. Fluent in English and French, you will collaborate with EIAs, advisors, and clients, manage renewals, billing reminders, and maintain compliant records across back‑office systems.

This role requires 2 days in the office, a degree and LLQP license, and a strong eye for detail to uphold a premium client

Qualifications

• Experience in insurance administration or case coordination.
• Knowledge of life insurance products and policy service processes.
• Bilingual in English and French (spoken and written).

Responsibilities

• Gathers and submits documents for underwriting under EIA guidance.
• Tracks applications and follows up with insurers, advisors, clients.
• Prepares policies for delivery and ongoing policy servicing.
• Handles policy changes, renewals, and billing reminders.
• Maintains client and policy data in back-office systems.
• Ensures files comply with internal policies and regulatory requirements.
• Assists in financial settlements and reconciliation of commissions.

Skills

Bilingual EN/FR

Insurance administration

Life insurance knowledge

Customer service training

Attention to detail

MS Office

Back-office systems

Teamwork

Office presence

Education

University or college degree

LLQP Life License – Quebec required

Multi-province licensing asset

Tools

Back-office software

MS Office

Job description

Senior Case Coordinator (French/English)

Position Overview

The Senior Case Coordinator is responsible for managing the insurance case lifecycle, from application intake through underwriting, policy delivery, and ongoing client servicing.

They work closely with Estate & Insurance Advisors (EIAs), to ensure efficient, accurate, and timely case management. The successful candidate will play a key role in delivering a high standard of client service while supporting complex insurance cases and maintaining strong relationships across internal and external partners.

This is an existing vacancy.

In addition, they help with ongoing client needs, policy maintenance, and renewal management, contributing to a smooth and positive experience.

Duties and Responsibilities

• Under direction from the EIA, gathers and submits required documents for underwriting, such as medicals, motor vehicle reports and attending physician statements as required
• Track applications and follow up with insurers, advisors, and clients as needed
• Prepares policies for delivery to clients
• Provides ongoing policy servicing support to clients, which includes but is not limited to payment reminders, past due notices, and NSF’s
• Process policy changes such as PAC (pre-authorized checking) updates, beneficiary changes, ownership forms, address changes, and claims
• Responds to inquiries from EIAs, advisors, clients, insurers , accountants, and lawyers respecting confidentiality agreements
• Manages and tracks upcoming policy term renewals including running illustrations and coordinating timely renewal process
• Maintains and updates client and policy information within the back-office systems on an ongoing basis
• Ensures all electronic and physical files are complete, accurate, and compliant with the internal policies and regulatory requirements
• Assists in the financial settlement of policies and the reconciliation of policy commissions

Qualifications

• Bilingual in English and French (spoken and written)
• 3-5+ years in insurance administration or case coordination
• Strong knowledge of life insurance products, sales, and policy service processes
• Previous customer service training
• Attention to detail and accuracy, along with strong organizational skills
• Ability to work independently and as part of a team
• Experience with back-office administration system
• Competence in Microsoft Office applications
• This role requires 2 days in the office presence

Education

• University or college degree
• LLQP Life License – Quebec license required, multi-province licensing across Canada considered an asset. Alternatively, willingness to obtain multiple licenses across Canada is considered an asset.

The expected annualized base salary range for this role is $70, 000 - $85,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.