Bilingual Case Manager (12-month contract)

Foresters Financial; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services company in Toronto is seeking a Bilingual Case Manager for a 12-month contract. The successful candidate will manage new business applications and ensure their efficient processing. This role requires strong communication skills and attention to detail. Ideal candidates should have a degree in Business Administration and experience in the life insurance industry. A LOMA designation is a plus. The company values diversity and offers a hybrid work environment.

Qualifications

• Experience as a case manager in the life insurance industry or a similar role.
• Strong knowledge of life insurance products.
• Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment.

Responsibilities

• Review and verify all applications for completeness and accuracy.
• Order and review underwriting requirements as per underwriting.
• Maintain and manage a high volume of follow-ups daily.

Skills

Bilingual in French and English

Attention to detail

Strong team building skills

Results oriented

Education

University degree or College diploma in Business Administration

Job description

Overview

Career Opportunity Role Title Bilingual Case Manager (12-month contract) Purpose of role While working with other departments, our Bilingual Case Managers manage new business applications and are the catalyst that ensures each application is processed through then issued to our customers. This role requires effective communication skills (both written and verbal), excellent time management skills and attention to detail. To be successful in the role, one must meet tight timelines under pressure while delivering a positive service experience. Displays high energy, passion and a positive attitude while owning the results and accepting personal accountability.

Key Responsibilities

• Review and verify all applications for completeness and accuracy
• Order and review underwriting requirements, including Exams, Para medicals, Supplemental Forms, and other medical requirements as per Underwriting
• Maintain and manage a high volume of follow-ups daily
• Responsible for settling policies to issue
• Manage all pending issues to meet or exceed production targets
• Conduct regular clear, concise, comprehensive communications for outstanding requirements to effectively manage the lifecycle of the applications and meet KPIs
• Other duties as required

Key Qualifications

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

#LI-Hybrid

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 [e-mail] 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.