Case Manager

4 months ago

Toronto, Canada Foresters Financial Services, Inc. Full time

Career Opportunity

Role Title

Case Manager

Purpose of role

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.

This role requires effective communication skills (written and verbal), excellent time management skill and attention to detail.

**Job Description**:
Key Responsibilities
- Answer inbound producer service-related calls regarding all aspects of new business activities.
- Order, review and follow up on pending requirements as per Underwriting criteria.
- Review documentation and requirements received for completeness, accuracy and action as required.
- Review, investigate, follow up, process and track settling requirements as required.
- Process policy changes, reissues, cancellations, declines, etc.
- Collaborate, when necessary, and manage issues/escalations with pro-active mindset.
- Actively participate in huddles & team meetings and share learnings in a constructive manner.
- Other duties as required.

Key Qualifications
- Strong knowledge of life and Critical Illness insurance products.
- Must have the 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 orientated and the ability to learn quickly.
- Ability and willingness to support the team accomplish its team goals.
- Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment.
- LOMA designation(s)

LI-Hyrbid

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._
- in advance of your appointment._

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