Case Manager

2 months ago

Toronto, Ontario, Canada CB Canada Full time
Job Title: Case Coordinator - Bilingual English/French

At CB Canada, we are seeking a highly skilled Case Coordinator to join our team. As a Case Coordinator, you will play a critical role in providing proactive case management, responding to case-specific inquiries, and escalating new business department inquiries.

Key Responsibilities:
  • Manage assigned cases or new business applications by ensuring all requirements necessary to assess the underwriting risk are obtained in a timely fashion.
  • Act as the primary contact for external Account Administrators, MGA partners throughout the New Business and underwriting process.
  • Provide pro-active communications to the appropriate MGA Administrator, account contact detailing the status of all requirement activity that has occurred to date.
  • Promptly escalate any complex service issues or complaints for immediate attention and resolution.
  • Exemplify key values to promote a high-performance culture and positive work ethic within the team.
Requirements:
  • High school diploma.
  • Life Office Management Association (LOMA) FLMI or ACS (or in progress).
  • Knowledge of life and critical illness insurance products and channels.
  • Knowledge of insurance new business administration systems.
  • Excellent English written and oral communication skills.
  • Fluently bilingual in French and English.
  • Outstanding communication and relationship management skills.
  • Proven ability to proactively manage a high-volume caseload.
  • Ability to work with multiple software applications concurrently.
  • Flexible and adaptable to changing priorities.
  • Positive and enthusiastic attitude.
  • Detail oriented.
  • Ability to collaborate as a member of a team, taking direction from their leader.
  • Ability to organize your work to meet agreed-upon deadlines independently.
Preferred Qualifications:
  • University/College graduates preferred.
  • 5+ years' experience in New Business or Underwriting Support at a Life Insurance Company, preferred.

We offer a hybrid work arrangement in Toronto, ON. If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

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