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Bilingual Case Manager

2 months ago

Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time
Bilingual Case Manager Role

We are seeking a highly skilled Bilingual Case Manager to join our team at Foresters Financial Services, Inc.

About the Role:

The successful candidate will be responsible for managing and processing new business applications in a timely manner, while delivering a positive service experience. This role requires effective communication skills, excellent time management skills, and attention to detail.

Key Responsibilities:

  • Building and maintaining relationships with internal departments, advisors, and vendors to successfully manage applications through the new business pipeline.
  • Providing timely and clear responses to inbound calls and emails regarding new business activities.
  • Reviewing documentation and requirements for completeness, accuracy, and action as required.
  • Conducting regular communications to effectively manage the lifecycle of applications and meet KPIs.
  • Processing policy changes, reissues, cancellations, declines, and other related tasks.
  • Collaborating with the team to manage issues and escalations.
  • Participating in team meetings and sharing learnings.

Requirements:

  • Two to three years of 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).

About Us:

Foresters Financial Services, Inc. is an international financial services provider with a unique history that began in 1874. We provide life insurance, savings, retirement, and investment solutions that help families achieve long-term financial health and security.