Senior Case Coordinator at Richardson Wealth

Elevate your career with Richardson Wealth as a Senior Case Coordinator, managing diverse insurance cases in a bilingual environment. Engage with clients and EIAs to ensure exceptional case management.

In this pivotal role, you will coordinate the insurance life cycle from application intake to policy delivery and renewal management. This position requires a minimum of 3-5 years in insurance administration, where your strong organizational skills and attention to detail will shine. You’ll engage daily with clients and partners, ensuring high-quality service and accurate policy handling.

Key Responsibilities:
• Gather documents for underwriting and ensure timely submissions
• Track applications and follow up with all stakeholders
• Prepare and deliver policies to clients efficiently
• Provide ongoing support for policy servicing and changes
• Maintain accurate client records and compliance with regulations

Requirements...