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    Bilingual (French) Case Manager - Toronto, Canada - Foresters Financial

    Foresters Financial
    Foresters Financial Toronto, Canada

    Found in: Talent CA C2 - 2 days ago

    Default job background
    Full time
    Description

    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)

    #LI-Hybrid

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