Remote Insurance Case Coordinator at Swell

Join Swell Private Wealth as a Remote Client Service & Insurance Case Coordinator. This part-time role focuses on organizing insurance applications and managing client financial planning files. Swell Private Wealth is seeking a detail-oriented professional with experience in insurance administration or case management. As a part-time coordinator, you will track insurance applications, follow up on outstanding requirements, and prepare annual client review materials. Strong organizational skills and client communication are essential for maintaining multiple active files and providing exceptional service. Key Responsibilities:

• Track and facilitate insurance applications progress
• Manage financial planning document checklists efficiently
• Gather investment and insurance information for client summaries
• Update client records in HubSpot and track follow-ups
• Ensure confidentiality with sensitive client information

• Previous experience in Canadian life insurance administration
• Dependable and organized with strong communication skills
• Comfortable working independently on multiple files
• Proficient in Microsoft Office and adaptable to new systems
• Flexible availability for part-time remote work