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Bilingual (French) Case Manager

3 months ago

Old Toronto, Canada Foresters Financial Services, Inc. Full time
Bilingual (French) Case Manager

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Location: Toronto, Ontario

Time Type: Full time

Posted on: Posted 2 Days Ago

Job Requisition ID: R-1525

Career OpportunityRole Title

Bilingual (French) Case Manager

Purpose of Role

As a Bilingual (French) Case Manager, you will be responsible for managing and processing new business applications in a timely manner. To be successful in the role, one must meet tight timelines under pressure while delivering a positive service experience. The ability to display high energy, passion, and a positive attitude while owning the results and accepting personal accountability is essential. This role requires effective communication skills (written and verbal), excellent time management skills, and attention to detail.

Job Description

Duties will include:

  • Building and maintaining a positive working relationship with internal departments, Advisors, MGAs, Sales team, and Vendors to successfully manage applications through the new business pipeline.
  • Answering inbound producer service-related calls regarding all aspects of new business activities.
  • Determining the needs of the caller or email sender and providing timely and clear responses for one-time resolution to achieve a positive service experience.
  • Ordering, reviewing, and following up on pending requirements as per Underwriting criteria.
  • Reviewing documentation and requirements received for completeness, accuracy, and action as required.
  • Conducting regular clear, concise, comprehensive communications for outstanding requirements to effectively manage the lifecycle of the applications and meet KPIs set.
  • Reviewing, investigating, following up, processing, and tracking settling requirements as required.
  • Processing policy changes, reissues, cancellations, declines, etc.
  • Collaborating, when necessary, and managing issues/escalations with a proactive mindset.
  • Actively participating in huddles & team meetings and sharing learnings in a constructive manner.
  • Other duties as required.

Knowledge/Experience/Skills:

  • Two to three years of previous work experience as a case manager or relevant work experience.
  • Strong knowledge of life and Critical Illness insurance products.
  • Ability to maintain a high level of accuracy, enthusiasm, and dependability.
  • Strong interest in providing exceptional customer service and support.
  • University degree or College diploma in Business Administration or related work experience.
  • Willingness to share work experiences and commit to continuous learning.
  • Ability to make decisions independently.
  • Results oriented with the ability to learn quickly.
  • Ability and willingness to support the team in accomplishing its goals.
  • Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment.
  • LOMA designation(s).
  • Bilingual in French and English (written and verbal).

Equal Opportunity Employment and Inclusion: At Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity, and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email accommodations@foresters.com in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

About Us

Foresters Financial™ is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families. More than 140 years later, we provide life insurance, savings, retirement, and investment solutions that help families achieve long-term financial health and security.

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