Case Manager, Wealth Insurance Services

# Case Manager, Wealth Insurance ServicesTDFull TimemidWinnipeg, Manitoba, CAPosted Yesterday## Job DescriptionTD General 52,700 - $74,400 CAD Reporting to the Life Operations Manager the Case Manager works closely with insurance carriers and TDWIS sales channels, Estate Planning Advisors and Relationship Managers, to provide high quality client service. In addition, they act as a liaison between the sales force and the various product providers to ensure compliance with Insurance Industry and Bank legislation to protect the interest of the client during the sale and life of the insurance policy. Performing preliminary policy reviews for the transferring in of policies outside TDWISI, the Case Manager helps to ensure Regulatory compliance.The CaseManager also communicates policy information to all relevant Relationship Managers and Estate Planning Advisors, capturing such information on a centralized database system for auditing purposes. Successful candidates will be able to quickly g...

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