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)

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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.