Career Opportunity Role Title Bilingual Case Manager 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. Job Description 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 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. Foresters Financial™ is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families. More than 150 years later, we provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security.
