Aviso Wealth

Proactive Insurance Case Coordinator for Advisors’ Success

📍 Location
toronto, on
⏰ Job Type
Full-time
📅 Posted
May 27, 2026
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Job Description

Unlock your potential as an Insurance Case Coordinator, focusing on delivering exceptional support to Insurance Advisors. This role enables you to enhance efficiency and build strategic partnerships within a thriving insurance environment.
Reporting to the Supervisor of Insurance Operations, you will manage back-office functions crucial to a Managing General Agency. Your main tasks include processing new business applications and liaising with carriers for required changes. Strong organizational skills and the ability to prioritize tasks will play a key role in your success.
Key Responsibilities:
• Guide advisors through insurance back-office processes
• Handle diverse cases including GIC and Annuities
• Keep insurance system updated with status changes
• Ensure timely follow-ups on pending applications
• Assist with project tasks and additional team functions
Requirements:
• Minimum 1 year in the insurance sector
• 3 years of administrative experience pre...

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