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Bilingual (French) Case Manager

4 months ago

Toronto, Canada Foresters Financial Full time
Job Description

Duties will include:

  • Building and maintaining a positive working relationship with our internal departments, Advisors, MGAs, Sales team, and Vendors to successfully manage the applications through the new business pipeline.
  • Answer inbound producer service-related calls regarding all aspects of new business activities.
  • Proficiently determine the needs of the caller or email sender and provide timely and clear response for one-time resolution to achieve a positive service experience to meet or exceed customer expectations.
  • Order, review and follow up on pending requirements as per Underwriting criteria.
  • Review documentation and requirements received for completeness, accuracy and action as required.
  • Conduct regular clear, concise, comprehensive communications for outstanding requirements to effectively manage the lifecycle of the applications and meet KPIs set.
  • Review, investigate, follow up, process and track settling requirements as required.
  • Process policy changes, reissues, cancellations, declines, etc.
  • Collaborate, when necessary, and manage issues/escalations with pro-active mindset.
  • Actively participate in huddles & team meetings and share learnings in a constructive manner.
  • Other duties as required.

Knowledge/Experience/Skills:

  • Ideal candidate must have two to three years of previous work experience as a case manager or relevant work experience.
  • Strong knowledge of life and Critical Illness insurance products
  • Must have the 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 orientated and the ability to learn quickly.
  • Ability and willingness to support the team accomplish its team 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)

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