SLFD Senior Case Associate

SLFD Senior Case Associate

Requirements

• Bilingualism (French, English, both oral and written) is required to answer calls from English and French speaking clients across Canada and worldwide.
• Exceptional communication (verbal and written) and client service skills
• A 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
• Results oriented and motivated to meet production targets daily
• Skilled in problem-solving with a focus on process improvement
• Knowledge of life insurance products and systems (Ingenium, MLIF, CSW) is an asset

Responsibilities

• Issue new policies and manage existing policy modifications
• Process internal replacements, conversions, and options for insurance policies
• Evaluate transactions for contractual compliance and underwriting requirements
• Terminate existing policies
• Communicate effectively with advisors by telephone and email to manage cases
• Identify continuous improvement opportunities to existing processes
• Collaborate with internal and external partners
• Build business relationships with SLFD advisors, and back-office staff

Preferred Qualifications

• Knowledge of life insurance products and systems (Ingenium, MLIF, CSW) is an asset