Case Manager

Case Manager

"Building financial foundations for families to empower them today and leave a legacy for tomorrow".

Experior Financial Group Inc. is on the lookout for a motivated Case Manager who thrives both independently and as part of a team. We are seeking someone who excels in a dynamic environment, adeptly handling multiple tasks with meticulous attention to detail. If you are someone who adapts swiftly to change and is committed to delivering excellence, this role is perfect for you.

As a member of our team, you will enjoy a positive work environment and be part of a dynamic group that values dedication and enthusiasm. We offer excellent opportunities for career advancement to those who are committed and strive for excellence.

Responsibilities:

• Build and maintain strong working relationships with the sales team, supporting them in processing client applications.
• Manage cases between carriers and agents to ensure all underwriting requirements are fulfilled. This involves meticulously reviewing client applications to confirm that they are complete for the underwriting process.
• Provide case consultancy services to the agents.
• Liaise with carrier contacts regarding pending cases.
• Flag product suitability and review variable rate illustrations.
• Propose improvements to processes and technology.
• Perform additional duties related to the New Business Department as assigned by the immediate manager.

Qualifications:

• 1-2 years of Case Management, experience in the life insurance industry.
• Previous experience working at an MGA will be given preference.
• Basic understanding of life insurance products is a strong asset
• Basic understanding of the underwriting process.
• Strong attention to detail and accuracy.
• Excellent time management and organizational abilities -- Capable of managing tight deadlines and multiple priorities effectively.
• Effective problem-solving and investigative skills.
• Reliable, trustworthy, proactive, with a keen sense of ownership and initiative.
• Exceptional verbal and written communication skills.
• Approachable and professional in delivering suboptimal information via in-person, phone, and email interactions.
• Strong computer skills with a capacity to learn new systems.
• Ability to handle stressful situations with a positive, proactive attitude.
• Positive demeanor with an openness to constructive feedback.
• Proficiency in French or Spanish is a significant asset; willingness to learn these languages is also valued.

What Experior Financial Group Inc. can offer you:

• Work-life balance with paid vacation and sick days
• Competitive compensation with guaranteed annual salary increases
• Comprehensive medical, dental, and vision benefits
• Flexible work options: on-site and hybrid
• Career growth and development opportunities
• Diverse teamwork environment.
• On-site parking and weekly grocery orders (on-site only)
• Straight day shifts with no weekends
• Company events and celebrations
• Tuition reimbursement
• Company-provided equipment

Employees were surveyed in June 2023 and May 2024 and Experior Financial Group Inc. has been certified a Great Place to Work!