Case Manager

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

Job summary

A financial services company in Toronto is looking for a Case Manager to oversee new business applications. This role requires effective communication and strong time management skills. Candidates should have two to three years' experience and knowledge of life and Critical Illness insurance products. The successful applicant will provide exceptional service and maintain strong relationships with internal departments and advisors. A relevant degree or diploma is also required for this role.

Qualifications

• 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.
• Willingness to support the team to accomplish its goals.
• Ability and willingness to make decisions independently.

Responsibilities

• Manage and process new business applications in a timely manner.
• Maintain a positive working relationship with internal departments and vendors.
• Provide timely and clear responses for one-time resolution.
• Order and review pending requirements as per Underwriting criteria.
• Communicate clearly for outstanding requirements and manage application lifecycles.

Skills

Effective communication skills

Time management

Attention to detail

Customer service orientation

Ability to prioritize tasks

Education

University degree or College diploma in Business Administration

Job description

Case Manager

Purpose of role While working with other departments, as a 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.

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

Key Responsibilities

• 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 response 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 pro‑active mindset.
• Actively participate in huddles & team meetings and share learnings in a constructive manner.
• Other duties as required.

Key Qualifications

• 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 orientated and the ability to learn quickly.
• Ability and willingness to support the team accomplish its team goals.
• Ability to prioritize and accomplish multiple tasks simultaneously in a fast‑paced environment.
• LOMA designation(s)

#LI-Hybrid

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

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.