Senior Case Coordinator at Richardson Wealth

Join Richardson Wealth as a Senior Case Coordinator, managing insurance case lifecycles while delivering exceptional client service. This bilingual role engages with clients and advisors daily, ensuring efficient case management.

In this senior position, you will oversee the insurance case lifecycle from application intake to policy delivery and renewal management. Collaborating closely with Estate & Insurance Advisors, you are key to providing high standards in servicing complex cases. You will track applications and manage client interactions, making strong communication essential for success in this role.

Key Responsibilities:
• Gather documents for underwriting with assistance from EIAs
• Track applications and follow up with relevant parties
• Prepare policies for delivery and maintain client servicing
• Manage policy changes and respond to client inquiries
• Ensure compliance in all documentation and processes

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