Life Insurance Case Manager

6 months ago


Aurora, Canada Canada Policy Experts Full time

**About Us**

At Canada Policy Experts (CPE), we are not just an insurance agency; we are a dynamic team of professionals dedicated to redefining the landscape of life insurance in Canada. As a rapidly growing firm, we pride ourselves on innovation, client-centricity, and a commitment to excellence that sets us apart from the rest.

**Our Vision**:CPE envisions a future where life insurance is not merely a safety net but a personalized and accessible solution that empowers individuals and families to navigate life's uncertainties with confidence. We believe in embracing modern approaches to make life insurance more relevant, transparent, and tailored to the unique needs of our clients.

**About the Role**

**Responsibilities**
- Initiate and assess underwriting requirements, such as exams, paramedicals, supplemental forms, and additional medical prerequisites
- Handle a significant volume of follow-up tasks on a daily basis
- Facilitate the settlement of policies and authorize them for issuance
- Take proactive measures to address pending issues, aiming to meet or surpass production targets
- Fulfill any other duties as deemed necessary

**Requirements**:

- Robust understanding of life insurance products
- Essential experience as a case manager or in a comparable role
- Proficient in both French and English, with strong written and verbal communication skills
- Results-driven with a quick learning aptitude
- Meticulous attention to detail and accuracy
- Willingness and capability to contribute to team objectives
- Skill in prioritizing and managing multiple tasks concurrently in a fast-paced setting
- Effective team-building capabilities

**Why Choose CPE?**

**Rapid Growth**:Join us on the forefront of an exciting journey. CPE is experiencing rapid growth, presenting unparalleled opportunities for career advancement. As we expand our footprint in the insurance industry, your professional growth is not just a possibility - it's a certainty.

**Innovative Approach**:We don't just keep up with the times; we set the pace. At CPE, we leverage cutting-edge technology and modern strategies to provide a seamless and contemporary experience for our clients. Be part of an organization that embraces innovation and welcomes new ideas.

**Client-Centric Focus**:Our clients are at the heart of everything we do. CPE is committed to understanding their unique needs and crafting personalized life insurance solutions. Join a team that values relationships, communication, and delivering exceptional service at every touchpoint.

**Collaborative Culture**:At CPE, we believe in the power of collaboration. Our team is made up of diverse professionals who bring unique perspectives to the table. We foster an inclusive and supportive environment where everyone's contributions are recognized and valued.

**Modern Work Environment**:Experience a workplace that aligns with the modern lifestyle. From flexible work arrangements to the latest tech tools, we provide an environment that empowers you to excel while maintaining a healthy work-life balance.

**Join CPE and Shape the Future of Life Insurance**:
If you are passionate about making a difference, thrive in a fast-paced environment, and are eager to contribute to the evolution of life insurance, CPE is the place for you. As we continue to grow, your career can grow with us. Together, let's redefine what's possible in the world of life insurance.

**Salary**: $55,000.00-$72,871.16 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Aurora, ON L4G 6H8: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- insurance case management: 2 years (required)

Work Location: Hybrid remote in Aurora, ON L4G 6H8


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