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Case Manager

2 months ago

Toronto, Ontario, Canada CB Canada Full time
Job Description

**Job Title:** Case Coordinator - Bilingual English/French

**Job Summary:** We are seeking a highly skilled Case Coordinator to join our team at CB Canada. The successful candidate will be responsible for 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 proactive communications to the appropriate MGA administrator, account contact detailing the status of all requirement activity.
  • 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