About the role
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
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.
About Foresters Financial
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 23 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.
About the role
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
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.
About Foresters Financial
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 23 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.