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

    Foresters Financial
    Foresters Financial Toronto, Canada

    3 days ago

    Default job background
    Full time
    Description

    Job Description

    Key Responsibilities

    • Answer inbound producer service related calls regarding all aspects of Foresters Financial new business activities.
    • Proficiently determine the needs of the caller and provide support timely resolution in an effort to achieve one-call resolution
    • Accountable for assigned application/certificates (from all lines of business including special handling cases) from application set-up to settling
    • Review documentation/requirements for completeness, accuracy and action as required
    • Investigate and identify any irregular signatures and report to SIU/BQR per guidelines
    • Manage the case follow-up of documents for missing/incomplete information
    • Review, investigate, process and track delivery requirements as required
    • Process policy changes within established period of time (i.e. cancellations, reissues, 90-day changes)
    • Archiving of electronic documents (i.e. case-specific emails from internal or external
    • partners)
    • Demonstrate professional verbal and written communication with internal and external partners that include Master Agencies and phone queue management
    • Proactively take initiative to support or recommend processes improvements/efficiencies
    • Liase with and maintain strong working relationships with all stakeholders to ensure effective decisions and workflow.

    Key Qualifications

    • College diploma or related work experience
    • Ability to proactively search out opportunities to improve processes and efficiencies
    • Self starter who takes the initiative, makes decisions both independently and within the team environment and who has an interest in research and problem solving
    • Understanding of Foresters products, services, systems and regulatory requirements, with the ability to recognize discrepancies, anomalies and inconsistencies
    • Willingness to share work experiences and commit to continuous learning
    • Results-oriented with strong attention to detail and ability to understand and balance both the short and long-term impact of decisions, actions and priorities
    • Ability to multi-task and problem-solve in response to changing needs and schedules
    • Flexible to changing priorities and work demands including various work schedules
    • Ability to meet timelines and work within established service level agreements (SLA)
    • Adaptable to changing work environment, including system, processes and procedures
    • Strong organizational skills to effectively monitor and track information
    • Strong written, verbal and interpersonal skills required
    • Data input, 45-50 words per minute.

    Hours of operation are from 8am to 8pm and shifts will vary between those times, including Saturdays and Canadian Statutory holidays as required.

    #LI-Hybrid

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