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New Business Case Manager (6-month contract)

Foresters Financial · Toronto, Ontario, CA

Career Opportunity Role Title New Business Case Manager (6-month contract) Purpose of role The New Business Case Manager is responsible for the complete end-...

Job description

Career Opportunity Role Title: New Business Case Manager (6-month contract) Purpose of role The New Business Case Manager is responsible for the complete end-to-end processing of all new business applications to support producers. This position will require high touch service, relationship management skills and will be important for the Case Manager to maintain consistent and positive Customer relationships, including handling of escalations. Job Description Key Responsibilities: Answer inbound Customer service-related calls regarding all aspects of Foresters Financial new business activities. Proficiently determine the needs of the caller, provide support and timely resolution in an effort to achieve one-call resolution. Take ownership of the case management process in a way that is seamless to the producer. Review and ensure completeness and accuracy of new business applications and initial premium payment arrangements while keeping the producer informed about progress. Gather, process, and enter information needed for Underwriting decision, coordinates certificate issue, delivery requirements while keeping the producer informed. Proactively manages producer expectations regardin...