Case Manager

4 weeks ago


Toronto, Ontario, Canada CB Canada Full time
Job Title: Case Manager

CB Canada is seeking a highly skilled Case Manager to join our team. As a Case Manager, you 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 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.

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.

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