Bilingual Case Coordinator

3 days ago


Montréal, Canada CI Financial Full time

**ABOUT US**

Founded in 1995, CI Assante Wealth Management is a wholly owned subsidiary of CI Financial and one of Canada’s largest wealth management firms. Our 750 professional advisors, located in communities throughout the country, oversee approximately $39 billion in assets for more than 300,000 clients. CI Assante Wealth Management's services include investment management, retirement planning, tax planning, insurance and estate planning.
**POSITION**:Bilingual Case Coordinator
**LOCATION**: Remote Opportunity
**STATUS**: Full-time
**JOB OVERVIEW**

**WHAT YOU WILL DO**
- Handle all inbound calls and provide excellent client service in both French and English
Ensure the completeness and accuracy of all in-coming policy service forms
- Order and follow-up on all medical and financial underwriting requirements, as well as Attending Physician Reports
- Monitor all work flows to ensure timely and error free completion of all in-coming policy contracts and service requests
- Update system regularly and accurately of any and all changes made to existing policies
- Provide weekly volumes and service standards measurements to Manager Operations
- Answer inquiries from Advisors / Assistants as to forms, procedures and industry standards relating to insurance policy administration
- Investigate and resolve client issues
- Partner with the other Operations teams, Financial Advisors and Sales Assistants to build, reinforce and maintain the existing business and relationships
- Report client feedback to alert management of developing trends, and / or recurring issues
**WHAT YOU WILL BRING**
- Minimum of grade 12 education and or post-secondary education
- 1 to 3 years of insurance related experience
- Bilingual in English and French, both written and verbal
- A working knowledge of the different types of life, living benefit and insurance investment products
- A solid understanding of underwriting terminologies is a must
- Excellent communication skills, both written and oral
- Ability to work under pressure, within stated deadlines,
- Superior organizational skills
- Strong attention to detail and analytical skills
- Ability to work independently with mínimal supervision/direction and to initiate and problem solve
- Dedication to maintaining confidentiality
**WHAT YOU CAN EXPECT FROM US**

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”

Posting Tags: IND#



  • Montréal, Canada Bayshore HealthCare Full time

    The Bilingual Nurse/Clinical Case Manager (CM) will play an essential role in supporting patients living with a rare or chronic disease to improve both their health outcomes and quality of life. Utilizing health coaching strategies to encourage patients to self‐manage their condition, Nurse/Clinical Case Managers will contact the patient at identified time...


  • Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Montréal, QC, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We are looking for a **Bilingual Disability Case Manager**. In this fast-paced, results-driven environment, it is go time for you as you deliver client-focused disability solutions. The Disability Case Manager is an integral member of a client service team proactively managing assigned disability claims by evaluating medical...


  • Montréal, Canada Compuneel Full time

    **Job Title: Case Coordinator Absence Management Solutions II** **Location: Montreal, Quebec, CAN** **Contract: 1 year** This role is front-line client facing and will have accountability for delivering superior client services and effective communication **TOP 3 SKILLS**: - At ease on the phone. Speaking to employees (not a call center but assigned...


  • Montréal, QC, Canada The Canada Life Assurance Company Full time

    Welcome to Canada Life! We are looking for a **Disability Case Manager**. In this fast-paced, results-driven environment, it is go time for you as you deliver client-focused disability solutions. The Disability Case Manager is an integral member of a client service team proactively managing assigned disability claims by evaluating medical information and...


  • Montréal, Canada Avanti Support and Services Full time

    **Entry Level Care Coordinator CREOLE/ ENGLISH/FRENCH**: - Avanti Support and Services is a social service agency based on Miami Florida ad we have been in business for over 25 years. We helped pregnant women and children who are in need of support ,education, case management and advocacy due to low income, mental health, etc. _ - Canadian workers...


  • Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Montréal, Canada LifeWorks Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...


  • Montréal, Canada Bayshore HealthCare Full time

    **ABOUT THE ROLE**: The Bilingual Field Nurse Case Manager (FNCM) will play an essential role in supporting patients living with a respiratory disease to improve both their health outcomes and quality of life. Offer enrolment and reimbursement support to physicians and medical case management services to patients. Assist the physician with the completion of...


  • Montréal, QC, Canada Manulife Full time

    Build relationships and rapport with advisors by being their advocate, anticipating their needs and being their consistent point of contact during the New Business and In-Force processes. - Assume ownership of files assigned while effectively prioritizing the work based on urgencies. Influence internal clients to meet pre-established service standards -...

  • Bilingual SAP Analyst

    7 months ago


    Montréal, Canada Auum solutions Full time

    _**Applicant must be in Quebec**_ **Title**: Bilingual SAP Analyst - Senior **Location**:Montreal - 1 day/week in person required **Duration**:6+ months **Introduction**: Join a rock-solid organization as our client’s next Bilingual SAP Analyst - Senior and sit at the center of projects that drives decisions. You’ll help one of Canada's most trusted...

  • Field Case Manager

    6 months ago


    Montréal, Canada Specialty Health Network Inc. Full time

    **Location**: 5990 Henri-Bourassa West, Montreal, Quebec, H4R 3A6 At Shoppers Drug Mart, we’re innovating health and wellness in Canada. From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every day. With more than 1,300 locally owned and operated stores from coast to coast, the...


  • Montréal, Canada LifeWorks Full time

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...


  • Montréal, Canada LifeWorks Full time

    Build a meaningful career At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting...


  • Montréal, Canada LifeWorks Full time

    TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is...

  • Sales Chemicals Case

    7 months ago


    Montréal, Canada CO Parkwood Associates Inc. Full time

    Our client is a highly desirable and growing chemical supplier. They are currently adding to their team and require a motivated Chemical sales rep with CASE sales experience, who can think out of the box, service current accounts and establish new accounts, showing strong chemical and technical problem solving skills. Technical experience and knowledge in...

  • Case Manager

    7 months ago


    Montréal, Canada Federation CJA Full time

    The case manager’s role is to provide and coordinate psychosocial and concrete services to seniors and/or vulnerable older adults of the Jewish community with the goal of enhancing their functioning, autonomy and social integration. **Duties** - Psychosocial and/or financial assessment of clients - Completion of full Homecare assessment by using the...

  • Logistics Coordinator

    7 months ago


    Montréal, Canada CTConsultants Full time

    **CTC007340 - Logistics Coordinator (Bilingual Order Fulfillment Representative) - Fulltime**: **Type d'emploi: Contract**: **Durée: Six months**: **Mode de travail: Remote**: **Description**: IMPORTANT 2 Bilingual coordinators needed. - client website support (extended hrs - Full time hours > M-F (2pm-10pm) - Training M-F (flexible) Primarily English but...

  • Sales Chemicals Case

    7 months ago


    Montréal, Canada CO Parkwood Associates Inc. Full time

    Our client is a highly desirable and growing chemical supplier. They are looking for a seasoned Sales Representative with a proven track record in B2B sales and an understanding of CASE (Coatings, Adhesives, Sealants, and Elastomers) products. Our client is seeking a professional with the experience to make an immediate impact. Join their team and leverage...