Foresters Financial

New Business Case Manager (12-month contract)

Toronto, CA

Sponsorship not specified$43k-$63kDetected 60 days ago

RecruitingCustomer SupportLeadershipCommunicationProblem SolvingTime ManagementUnderwriting

About the role

In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.
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.
Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities.

Proficiently determine the needs of the caller, provide support and timely resolution in an effort to achieve one-call resolution.
Manage the case follow-up of documents for missing/incomplete information
Proactively take initiative to support or recommend processes improvements/efficiencies
Proactively manages producer expectations regarding service requests through effective communication (phone, email, portal comments) and acts as coordinator for navigating through the new business workflow processes.
Approachable and demonstrated ability to build rapport to earn producer's trust and effectively collaborate with customers, and internal stakeholders.

Review documentation/requirements for completeness, accuracy and action as required
Review, investigate, process and track delivery requirements as required

Positive, enthusiastic, and team-oriented mindset
A natural ability to organize and prioritize various daily responsibilities and meet tight deadlines while thriving in a fast-paced team environment.
Excellent attention to detail and analytical skills.
Results oriented and motivated to meet production targets on a daily basis.
Demonstrated professional and customer service-focused demeanor.
Sound knowledge and expertise in the aligned departmental role
Strong analytical and problem-solving skills, with an ability to not only identify issues but present possible solutions.
Proven ability to independently resolve customer/producer escalations including but not limited to root cause analysis, remediation, mitigation activities and solutions.

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education.
In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.
$43,000 - $63,000

Education (minimum required): College diploma or related work experience
Experience servicing US life insurance applications
Industry education such as LOMA or NAILBA certification (preferred)
Strong understanding of Life Insurance products, services, systems, and regulatory requirements, with the ability to recognize and communicate discrepancies.
Provide high quality customer service by remaining knowledgeable of current guidelines and processes, and by providing product and process education and demonstrate responsiveness and follow up on commitments.
Flexible to changing priorities and work demands including various work schedules.
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.

Archiving of electronic documents (i.e. case-specific emails from internal or external Customers)
3-5 years Experience working in customer service, ability to collaborate with internal and external customers to find the best solution possible.

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.
Employment and Inclusion - at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants.

This listing is sourced directly from Foresters Financial's careers page and normalized into a canonical job model.