Bilingual New Business Case Manager

🔥 16 hours ago

🇨🇦 Canada – Remote

💵 $50k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💬 Bilingual

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Foresters Financial

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1874

💸 Finance

🛡️ Insurance

🌍 Social Impact

Finance • Insurance • Social Impact

Foresters Financial is a fraternal benefit society that has been helping people protect their family’s financial future for over 150 years. The company provides life insurance and savings solutions across the US, Canada, and the UK, partnering with members to do more of the good they want to achieve. Foresters Financial focuses on empowering communities and individuals through various member benefits, including community grants and educational scholarships. They are committed to the well-being of their members, especially addressing needs such as providing accessible life insurance for people with Type 2 diabetes.

📋 Description

• Process all new business applications end-to-end to support producers • Answer inbound customer service calls in Spanish and English regarding Foresters Financial new business activities • Determine caller needs and provide timely support and one-call resolution • Manage cases seamlessly for producers and maintain positive customer relationships, including escalations • Review new business applications and initial premium payment arrangements for completeness and accuracy • Gather, process, and enter information for underwriting decisions • Coordinate certificate issuance and delivery requirements • Manage producer expectations through phone, email, and portal communications • Coordinate navigation through new business workflow processes • Manage assigned applications and certificates from application setup through settling • Review documentation and requirements, and follow up on missing or incomplete information • Investigate, process, and track delivery requirements • Process policy changes, including cancellations, replacements, reissues, and 90-day changes • Archive electronic documents, including case-specific internal and external customer emails • Recommend and support process improvements and efficiencies

🎯 Requirements

• College diploma or related work experience • 3-5 years working in customer service • Ability to collaborate with internal and external customers to find the best solution possible • Positive, enthusiastic, and team-oriented mindset • Ability to organize and prioritize daily responsibilities and meet tight deadlines in a fast-paced team environment • Excellent attention to detail and analytical skills • Results-oriented and motivated to meet daily production targets • Demonstrated professional and customer service-focused demeanor • Experience servicing US life insurance applications • Industry education such as LOMA or NAILBA certification preferred • Sound knowledge and expertise in the aligned departmental role • Strong understanding of Life Insurance products, services, systems, and regulatory requirements • Strong analytical and problem-solving skills • Ability to independently resolve customer/producer escalations, including root cause analysis, remediation, mitigation activities, and solutions • Consistent achievement of high key performance indicators • Ability to build rapport and collaborate effectively with customers and internal stakeholders • Knowledge of current guidelines and processes, and ability to provide product and process education • Strong attention to detail and ability to balance short- and long-term impacts of decisions and priorities • Ability to provide constructive feedback on continuous or process improvements and update documentation • Flexibility to changing priorities, work demands, and various work schedules • Ability to multitask and strong time management abilities • Proficient in English and Spanish, particularly through phone and email interactions • Ability to work rotating shifts within defined operating hours, including US/Canadian statutory holidays as required

🏖️ Benefits

• Discretionary variable incentive plan for eligible employees, subject to individual and company performance • Accessible candidate experience and recruitment accommodations • Equal opportunity, inclusion, diversity, and equity commitment