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CI Financial

Bilingual Case Coordinator


Posted 11 Days Ago1788-1560814

Company Information

CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio management solutions exclusively through a national network of financial advisors affiliated with Assante Wealth Management and Stonegate Private Counsel. We operate under the brand Assante Private Client. CI is part of CI Financial, a diverse group of financial services firms with about $149.8 billion in total assets at July 31, 2016.

Job Description

POSITION: Bilingual Case Coordinator
LOCATION: Dorval (H9P 2N4) 
STATUS: full-time

We are currently seeking a Bilingual Case Coordinator to join our Assante Estate and Insurance Services team. In this role, the successful candidate is expected to support and provide superior insurance administration service and support to Assante’s network of Financial Advisors across Canada. The Case Coordinator is responsible for all aspects of new business processing as well as in-force policy service. 
  • Handle all inbound calls and provide excellent client service in both French and English
  • Make certain that all in-coming new business applications and supporting documentation are in good order
  • Ensure the completeness and accuracy of all in-coming policy service forms
  • Order and follow-up on all medical and financial underwriting requirements, as well as Attending Physician Reports 
  • Monitor all work flows to ensure timely and error free completion of all in-coming policy contracts and service requests
  • Update system regularly and accurately of any and all changes made to existing policies
  • Provide weekly volumes and service standards measurements to Manager Operations
  • Answer inquiries from Advisors / Assistants as to forms, procedures and industry standards relating to insurance policy administration
  • Investigate and resolve client issues
  • Partner with the other Operations teams, Financial Advisors and Sales Assistants to build, reinforce and maintain the existing business and relationships
  • Report client feedback to alert management of developing trends, and / or recurring issues
  • Minimum of grade 12 education and or post-secondary education
  • 1 to 3 years of insurance related experience
  • Bilingual in English and French, both written and verbal
  • A working knowledge of the different types of life, living benefit and insurance investment products 
  • A solid understanding  of underwriting terminologies is a must
  • Excellent communication skills, both written and oral
  • Ability to work under pressure, within stated deadlines, 
  • Superior organizational skills
  • Strong attention to detail and analytical skills
  • Ability to work independently with minimal supervision/direction and to initiate and problem solve
  • Dedication to maintaining confidentiality
  • Collaborative and friendly team environment
  • Opportunities to develop and grow within the company
  • Health and Wellness programs including discounted corporate fitness membership
  • Modern, conveniently-located facilities

Please also indicate in your online application where you have viewed this posting. Thank you.

Only qualified candidates selected for an interview will be contacted.
CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at, or call 416-364-1145 ext. 4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs. 


Contact Information

CI Financial
Natalie Burt
Human Resources Coordinator