13 дней назад
Bilingual New Business Case Manager (Life Insurance)
50 000 - 65 000CAD
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Bilingual New Business Case Manager (Life Insurance): Managing end-to-end processing of new business applications and supporting producers across life insurance operations with an accent on customer service, application accuracy, underwriting coordination, and case follow-up. Focus on resolving customer and producer escalations, tracking documentation and delivery requirements, and improving workflow efficiency while supporting English- and Spanish-speaking customers.
Location: Remote Office - Canada
Salary: $50,000–$65,000 per year, plus eligibility for a discretionary variable incentive plan.
Company
provides life insurance products and services supported by customer-focused financial operations.
What you will do
- Manage the complete new business case process, from application setup through settlement.
- Answer English- and Spanish-language customer service calls and provide timely, one-call resolutions.
- Review applications, documentation, premium payment arrangements, and delivery requirements for accuracy and completeness.
- Gather and enter information for underwriting decisions, coordinate certificate issuance, and keep producers informed.
- Follow up on missing information, process policy changes, archive electronic documents, and track assigned applications and certificates.
- Identify root causes of escalations and recommend process improvements that enhance producer and customer experiences.
Requirements
- College diploma or related work experience.
- 3–5 years of customer service experience with strong collaboration and problem-solving skills.
- Experience servicing US life insurance applications and strong knowledge of life insurance products, systems, services, and regulatory requirements.
- Proficiency in English and Spanish, particularly for phone and email interactions.
- Excellent organization, prioritization, attention to detail, analytical ability, and time management.
- Ability to work rotating shifts within operating hours, including US and Canadian statutory holidays when required.
Nice to have
- LOMA or NAILBA certification.
Culture & Benefits
- Full-time remote work based in Canada.
- Performance is measured through customer satisfaction, quality reviews, digital adoption, and other service-level indicators.
- Eligible employees may participate in a discretionary variable incentive plan based on individual and company performance.
- Inclusive and accessible employment environment with accommodations available during the recruitment process.
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