Case Manager for Wealth Insurance Services

Elevate your career as a Case Manager in Wealth Insurance Services at TD in Winnipeg, Manitoba. Collaborate with various stakeholders to ensure premium client service and regulatory compliance.

As a full-time Case Manager, you’ll work closely with sales channels, Estate Planning Advisors, and insurance carriers. This role focuses on maintaining compliance with industry regulations while supporting document administration and communication. Your insights on third-party insurance products and regulatory adherence will be essential for driving smooth operations within TD Waterhouse Insurance Services.

Key Responsibilities:

• Liaise with insurance carriers and sales teams
• Ensure compliance with legislation and bank policies
• Process documentation promptly to meet service standards
• Communicate policy information effectively to stakeholders
• Identify and escalate compliance-related concerns

Requirements

• Strong communication and customer service skills
• Ability to analyze insurance policy transfer requests
• Experience with compliance and documentation processes
• Personal insurance experience is an asset
• Knowledge of Anti-Money Laundering regulations

Leverage your skills in insurance case management and compliance to enhance client satisfaction at TD.