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Bilingual Case Manager

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Canada

Offer summary

Qualifications:

University degree or College diploma in Business Administration or related work experience, Strong knowledge of life insurance products, Experience as a case manager or similar role, Bilingual in French and English (written and verbal), LOMA designation an asset.

Key responsabilities:

Manage new business applications
Order and review underwriting requirements
Maintain and manage high volume of follow-ups
Conduct follow-ups via phone, emails or faxes
Review and verify all applications for accuracy

Foresters Financial Financial Services Large https://www.foresters.com/

1001 - 5000 Employees

See more Foresters Financial offers

Job description

Career Opportunity

Role Title

Bilingual Case Manager

Purpose of role

While working with other departments, our Bilingual Case Managers manage new business applications and act as the catalyst that ensures each application is processed through to policy and then issued to our customers. This role requires effective communication skills (both written and verbal), excellent time management skill and attention to detail. This role is hybrid.

Job Description

Core responsibilities will include:

Ordering and reviewing underwriting requirements, including Exams, Paramedicals, Supplemental Forms, and other medical requirements as per Underwriting
Maintaining and managing a high volume of follow-ups on a daily basis
Responsible for releasing (settling policies) policies to issue
Managing all pending issues in order to meet or exceed production targets
Conduct follow-ups via phone, emails and/or faxes on all outstanding requirements (Amendments, policy receipts, ensure policy is placed within specified timeframe)
Review and verify all applications and phone verifications for completeness and accuracy
Other duties as required

Knowledge/Experience/Skills:

University degree or College diploma in Business Administration or related work experience
Willingness to share work experiences and commit to continuous learning
Strong knowledge of life insurance products
Experience as a case manager or similar role is a must
Ability to make decisions independently
Results orientated and the ability to learn quickly
Attention to detail and accuracy
Ability and willingness to support the team accomplish its team goals
Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment
Strong team building skills
LOMA designation an asset
Bilingual in French and English (written and verbal)

#LI-Remote

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email accommodations@foresters.com in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.