New Business Case Manager (Life Insurance)

Location: Toronto, Ontario, Canada; hybrid work arrangement. Ability to work rotating shifts within defined operating hours, including US and Canadian statutory holidays, may be required.

Salary: CAD 50,000–65,000 per year, plus eligibility for a discretionary variable incentive plan.

Company

hirify.global is a financial services organization providing life insurance products and related customer and producer services.

What you will do

• Process new business applications end to end, from application setup through settling, across all lines of business.
• Answer customer service calls, determine caller needs, and provide timely one-call resolutions.
• Review applications, premium payment arrangements, documentation, and delivery requirements for completeness and accuracy.
• Gather and enter information for underwriting decisions, coordinate certificate issuance, and keep producers informed of progress.
• Follow up on missing information, process policy changes, archive electronic documents, and track assigned cases.
• Resolve customer and producer escalations while recommending process improvements and efficiencies.

Requirements

• College diploma or related work experience.
• 3–5 years of customer service experience with the ability to collaborate with internal and external customers.
• Experience servicing US life insurance applications.
• Strong knowledge of life insurance products, services, systems, and regulatory requirements.
• Excellent organization, prioritization, analytical, problem-solving, written, and verbal communication skills.
• Ability to multitask, meet tight deadlines, manage changing priorities, and work rotating schedules.

Nice to have

• LOMA or NAILBA certification.
• Experience providing constructive feedback on process improvements and documentation.

Culture & Benefits

• Team-oriented environment focused on high-quality customer and producer service.
• Performance expectations include customer satisfaction, quality, digital adoption, and other service-level measures.
• Eligible employees may participate in a discretionary variable incentive plan based on individual and company performance.
• Commitment to inclusion, diversity, equity, and an accessible candidate experience.