Bilingual New Business Case Manager

Foresters Financial

. Process all new business applications end-to-end to support producers .

Posted 9/18/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$50,000 - CA$65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing new business applications and customer service interactions in both English and Spanish, with a strong focus on life insurance products and regulatory requirements. Proven ability to analyze information, resolve escalations, and improve processes while maintaining high performance standards.

Highest-signal resume keywords

Customer Service ExperienceLife Insurance KnowledgeBilingual Communication (English/Spanish)Analytical SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

New Business Application ProcessingUnderwriting Information GatheringPolicy Change ProcessingDocumentation ReviewCase Management

Soft Skills

Attention to DetailProblem-SolvingTeam CollaborationTime ManagementCustomer Relationship Management

Certifications & Qualifications

LOMA CertificationNAILBA Certification

Industry Keywords

Life Insurance ProductsRegulatory RequirementsCustomer ServiceEscalation ManagementKey Performance Indicators

About the role

Key responsibilities & impact

Process all new business applications end-to-end to support producers
Answer inbound customer service calls in Spanish and English regarding Foresters Financial new business activities
Determine caller needs and provide timely support and one-call resolution
Manage cases seamlessly for producers and maintain positive customer relationships, including escalations
Review new business applications and initial premium payment arrangements for completeness and accuracy
Gather, process, and enter information for underwriting decisions
Coordinate certificate issuance and delivery requirements
Manage producer expectations through phone, email, and portal communications
Coordinate navigation through new business workflow processes
Manage assigned applications and certificates from application setup through settling
Review documentation and requirements, and follow up on missing or incomplete information
Investigate, process, and track delivery requirements
Process policy changes, including cancellations, replacements, reissues, and 90-day changes
Archive electronic documents, including case-specific internal and external customer emails
Recommend and support process improvements and efficiencies

Requirements

What you’ll need

College diploma or related work experience
3-5 years working in customer service
Ability to collaborate with internal and external customers to find the best solution possible
Positive, enthusiastic, and team-oriented mindset
Ability to organize and prioritize daily responsibilities and meet tight deadlines in a fast-paced team environment
Excellent attention to detail and analytical skills
Results-oriented and motivated to meet daily production targets
Demonstrated professional and customer service-focused demeanor
Experience servicing US life insurance applications
Industry education such as LOMA or NAILBA certification preferred
Sound knowledge and expertise in the aligned departmental role
Strong understanding of Life Insurance products, services, systems, and regulatory requirements
Strong analytical and problem-solving skills
Ability to independently resolve customer/producer escalations, including root cause analysis, remediation, mitigation activities, and solutions
Consistent achievement of high key performance indicators
Ability to build rapport and collaborate effectively with customers and internal stakeholders
Knowledge of current guidelines and processes, and ability to provide product and process education
Strong attention to detail and ability to balance short- and long-term impacts of decisions and priorities
Ability to provide constructive feedback on continuous or process improvements and update documentation
Flexibility to changing priorities, work demands, and various work schedules
Ability to multitask and strong time management abilities
Proficient in English and Spanish, particularly through phone and email interactions
Ability to work rotating shifts within defined operating hours, including US/Canadian statutory holidays as required

Benefits

Comp & perks

Discretionary variable incentive plan for eligible employees, subject to individual and company performance
Accessible candidate experience and recruitment accommodations
Equal opportunity, inclusion, diversity, and equity commitment