Case Manager

2 weeks ago

Toronto Ontario, Ontario, Canada Baxter Structures Full time

We are seeking a professional Case Manager who is passionate about working hard to find the right solutions for your clients. An individual who is motivated, hard-working, and a quick learner to develop an understanding of the structured settlement industry.

  • Toronto based position
  • Starting as remote, possible change to Hybrid position (2-3 days in office per week) in the near future
  • 1 Year Contract


What you will do:

  • Work directly with clients; in person and/or remotely; e-mail, phone, video calls, etc.
  • Managing all new and ongoing cases by delivering excellent customer service and timely responses.
  • Maintain multiple current and open cases on an ongoing basis and maintain records of communication.
  • Advise clients on structured settlement options and professional advice for their current and future needs.
  • Drafting reports to clients.
  • Quoting on software systems, preparing schedules, and drafting documents and correspondence.
  • Data analysis - Preparing quotes and calculations on future care needs.
  • Attend conferences and events throughout the year and prepare appropriate materials required.
  • Business Development – reaching out to new and prospective clients, while maintaining current clients.
  • Speaking Engagements – participate in and set up speaking events as required.
  • Take care of any/all Office Management.
  • Assist and work with the team on additional office tasks as required.
  • Lead or assist the team with any new and ongoing projects.
  • Research as required.


What you will need:

Qualifications

  • 2-4 years of experience full-time in the insurance industry
  • Current and valid LLQP license with no prior issues
  • Driver’s license - travel required
  • Related University degree or diploma


Skills

  • Strong oral and written communication skills
  • Proficient in writing business communication to clients
  • Strong organizational and time management skills
  • Strong analytical skills with excellent attention to detail and accuracy
  • Excellent Customer Service experience
  • Demonstrated proficiency in MS Office, Excel, Word
  • Self-driven, motivated, and takes initiative
  • Strong interpersonal skills
  • Professionalism
  • Maintenance of sensitive and confidential information
  • Able to work independently and with a team; collaborative
  • Enthusiastic
  • Ability to establish and maintain good professional relationships
  • Capable of solving problems and using sound judgment

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