Bilingual Underwriting Case Coordinator

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Date Posted: 8/6/2021

Reference No.: 2021-0089

Position Type Regular Full-Time

Underwriting Case Coordinator


Scope Statement

The Underwriting Case Coordinator provides basic risk assessment and administrative services to the Underwriting department to support new business processing. The incumbent is guided by defined procedural constraints and works under the close supervision of the Supervisor, Retail Operations. 


Impact Statement

  • Ensures the efficient and effective management of all information necessary for the underwriting function

  • Provides basic risk assessments and related support to Empire Life and the Retail New Business Operations Unit


Responsibilities include

  • Act as primary contact for advisors for offers and other issue communication; escalate issues to underwriters as deemed appropriate

  • Communicate information to reinsures, clients, advisors and third parties regarding underwriting evidence and decisions

  • Inputs data on internal administration systems 

  • Support the underwriting department by providing administrative services 

  • Receive ownership of applications prior to issue; prepare and distribute communication to advisors;  update underwriting administration system accurately and efficiently ensuring coverage changes are entered in a timely manner and reflected accurately

  • Investigate and work with multiple vendors and appropriate experts regarding fee approvals to determine solutions to ensure effective cost management of doctor reports, medical exams and lab tests

  • Respond to inquiries and requests and provides solutions and recommendations to Retail Operations and Customer Service Representatives

  • Act as a training/functional resource for team members

  • Participate in a variety of projects (system changes and testing, vendor surveys, department and Corporate projects)


Knowledge / Experience / Certification

  • 3+ years work experience in individual insurance/financial services industry

  • Knowledge of medical terminology 

  • Knowledge of word processing, spreadsheet, email, internet, database, and presentation computer software

  • Bilingualism (English/French) is required


Education / Professional Courses

  • Completion of a community college diploma


Key Skills

  • Clear writing, listening and verbal communication skills

  • Well-developed customer relations skills

  • Ability to learn new technology

  • Ability to work independently and as a team member

  • Ability to prioritize and manage multiple tasks concurrently

  • Attention to detail/accuracy


Key Competencies

  • Collaboration

  • Customer-Centricity 

  • Driving for Results

  • Initiative

  • Innovation

  • Integrity 

  • Interpersonal Communication 

  • Judgment and decision-making

  • Leadership


Working Conditions

  • Office environment

  • Prolonged periods of concentration and attention to detail

  • Prolonged periods of sitting while using a computer and telephone

  • The incumbent may be required to work extended hours to support service requirements



  • Business partners including Independent Financial Advisors, and/or Managing General Agents 

  • Reinsurance providers

  • Management and employees on a local and national basis

  • Health care providers

  • Vendors and third party providers


In business for more than 90 years, with our head office in Kingston, Ontario, Empire Life continues to grow with offices across the country. Our success is based on a commitment to being approachable and responsive to the needs of our clients and distribution partners, on consistently solid investment performance and on faith in our employees as future leaders.

For regular full-time positions, Empire Life offers a competitive salary and comprehensive benefits package including a bonus plan and opportunities for career development.

If you are looking for an exciting opportunity and to build a career in an innovative and dynamic organization, submit your resume by clicking on Apply Now.
We thank all applicants for their interest. However, only candidates selected for an interview will be contacted. Empire Life is an equal opportunity employer.