Bilingual (French) Case Manager

Foresters Financial; Toronto; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Bilingual (French) Case Manager to join their dynamic team. In this role, you will be responsible for managing new business applications, ensuring timely processing while delivering exceptional customer service. Your ability to communicate effectively and maintain a positive attitude under pressure will be crucial in building relationships with internal departments and external partners. The ideal candidate will possess a university degree or college diploma in Business Administration and have a strong background in life and Critical Illness insurance products. This is a fantastic opportunity to contribute to a forward-thinking organization committed to diversity and inclusion.

Qualifications

• 2-3 years of experience as a case manager or relevant role.
• Strong knowledge of life and Critical Illness insurance products.

Responsibilities

• Manage and process new business applications in a timely manner.
• Build and maintain relationships with internal departments and vendors.

Skills

Bilingual (French and English)

Customer Service

Time Management

Attention to Detail

Effective Communication

Problem Solving

Education

University degree in Business Administration

College diploma in Business Administration

Tools

LOMA designation

Job description

Career Opportunity

Role Title

Bilingual (French) Case Manager

Purpose of role

While working with other departments, as a Bilingual (French) Case Manager, you will be responsible for managing and processing new business applications in a timely manner.

To be successful in the role, one must meet tight timelines under pressure while delivering a positive service experience. The ability to display high energy, passion, and a positive attitude while owning the results and accepting personal accountability is essential.

This role requires effective communication skills (written and verbal), excellent time management skills, and attention to detail.

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 responses 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 a proactive 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-oriented and the ability to learn quickly.
• Ability and willingness to support the team to 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).

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.