Bilingual Case Manager (18-month Contract)

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

Job summary

A financial services company in Toronto is seeking a Bilingual Case Manager for an 18-month contract. This role involves managing new business applications, ensuring accuracy, and meeting service timelines. Ideal candidates should be bilingual in French and English, possess relevant education, and have case management experience in the life insurance industry. Competitive candidates will demonstrate strong team collaboration and attention to detail.

Qualifications

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

Responsibilities

• Review and verify all applications for completeness and accuracy.
• Order and review underwriting requirements.
• Conduct regular communications for outstanding requirements.

Skills

Bilingual in French and English

Attention to detail

Strong team building skills

Results oriented

Ability to prioritize

Education

University degree or College diploma in Business Administration

Tools

LOMA designation

Job description

Overview

Career Opportunity Role Title Bilingual Case Manager (18-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 and 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.

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

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

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.