Case manager • kitchener on
The Insurance Service Associate provides exceptional service by applying a case management approach to client and advisor requests for Individual Traditional, Universal Life and Health products.The... Show more
In 1964, the first Tim Hortons® restaurant in Hamilton, Ontario opened its doors and Canadians have been ordering Tim Hortons iconic Original Blend coffee, Double-DoubleTM coffees, Donuts and Timbi... Show more
Embark on a rewarding career with Sobeys Inc.Canada’s Top 100 employers, where your talents contribute to our commitment to excellence and community impact.Our family of 128,000 employees and franc... Show more
Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 employees.We provide innovative electrical solutions and... Show more
Our Technology team wakes up every day with one goal in mind - connecting Canadians to the people and things that matter most.Together, we are proud to support 30 million Canadians each month throu... Show more
This is a Hybrid Position in our Waterloo location.Make a Meaningful Impact on Health and Recovery.Are you a healthcare professional or business graduate with a passion for helping others navigate ... Show more
Are you an experienced Project Manager with a passion for leading transformative projects?.We are seeking a dynamic and results-driven Project Manager to join our Project Management Office in Water... Show more
Voyis designs and manufactures high performance underwater optical sensors (lasers, cameras, lights) for underwater vehicles that expand capability and enhance understanding in underwater surveys a... Show more
Our Public Accounting client in the Kitchener is on the lookout for a driven and detail-oriented.If you're someone who thrives in a fast-paced environment, enjoys working with numbers, and wan... Show more
Descartes Unites the People and Technology that Move the World.The need for efficient, secure, and agile supply chains and logistics operations has become ever more critical and complex.By combinin... Show more
American Iron & Metal (AIM) is a family-owned company and recognized global leader in the metal recycling industry with more than 125 sites and 4000 employees worldwide.We have continued to prosper... Show more
Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 employees.We provide innovative electrical solutions and... Show more
Communities everywhere share the need for clean water.And as they work to meet that need, they’re facing new, more complex challenges every day.Our water professionals collaborate to contribute inn... Show more
Pre-Project Planning & Job Start Preparation.Review full project documentation (drawings, specifications, estimates, contract) and identify risks or inconsistencies.Conduct handover meeting with es... Show more
Our Company is built on employee mutual commitment and respect, enthusiasm and progress.Teledyne Digital Imaging is a subsidiary of Teledyne Technologies Inc.CMOS and CCD image sensors and modular ... Show more
This industry-leading organization, seeking a Quality Manager, is dedicated to delivering high-quality products and services to their clients worldwide.Their commitment to excellence and continuous... Show more
TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ... Show more
The Insurance Service Associate provides exceptional service by applying a case management approach to client and advisor requests for Individual Traditional, Universal Life and Health products.The... Show more
We are seeking an experienced Project Manager to support the Admin Advantage Operations team through a period of significant transformation.The team is undergoing rapid growth, introducing new clie... Show more
BGIS is a leading provider of customized facility management and real estate services.With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling innovation throu... Show more
Job Description
:The Insurance Service Associate provides exceptional service by applying a case management approach to client and advisor requests for Individual Traditional, Universal Life and Health products. The Associate utilizes product and process expertise to handle requests holistically. The Associate also collaborates with their team to ensure cases deliver on time and with good quality.
Main Accountabilities
Daily production of client and advisor cases, managed in priority order
Use the case history to understand what the advisor and client is trying to accomplish
Owns the outcome of the cases assigned
Proactive communication (phone call) with advisors and clients when a request could be mis-interpretative or we’re missing information
Daily/weekly team phone coverage from 8:00 –5:00 to handle calls transferred from the Customer Care Center Build and maintain strong relationships with advisors, clients and internal business partners
Ability to understand, interpret and explain all aspects of Traditional, Universal Life and Health insurance products (past and current), their benefits, and by company (SLF, Met, Prudential and Clarica)
Understand and apply policy provisions and tax regulations correctly
Create CI’s where opportunities for client experience improvement or efficiency in processes are identified and recommend solutions
Competencies
Requirements
Notes/Unique Requirements
