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Case manager Jobs in Waterloo, ON

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Case manager • waterloo on

Last updated: 3 days ago

Insurance Service Associate – Case Management

Sun LifeWaterloo, Ontario
Full-time

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

Manager

Tim HortonsWaterloo, ON
Full-time

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

Business Manager

Budds' Group of CompaniesKitchener, Ontario, Canada
Full-time

Are you looking for a job that fits? Want to join a supportive team? Kieswetter Mazda is looking for a F&I Manager / Business Manager to welcome to our family!.We are seeking a motivated F&... Show more

Project Manager

Colliers Kitchener, ON, CA
CA$72,158.00 yearly
Full-time

At Colliers Project Leaders, we deliver capital project solutions to fulfill our clients’ needs across the built environment.The work we do makes a difference in communities and for the people who ... Show more

Disability Case Manager

Sun LifeWaterloo, Ontario
Full-time

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

Senior Manager

Elby Professional Recruitment IncKitchener, ON, CA
Permanent
Quick Apply

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

BIM Manager

StantecWaterloo, ON
CA$96,800.00 yearly
Full-time +1

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

Marketing Manager

The DescartesWaterloo, ON, CA
Full-time

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

Assistant Manager

Access StorageL240 - Overland Kitchener
CA$18.00 hourly
Full-time +1

Assistant Manager — Launch Your Career Beyond Retail.Full-Time | Day Shifts Only | Paid Training | Career Growth Opportunities.Ready to step out of a standard retail job and into a career with real... Show more

Branch Manager

NedcoKitchener, Ontario, Canada
Full-time

We are currently seeking a .As a Branch Manager, your principal responsibilities will be to:.Develop and recommend sales strategies, marketing objectives, including sales volume and profit for... Show more

Hospitality Manager

GolfNorth PropertiesBaden, Ontario, Canada, Canada
Full-time

Foxwood Golf Club is seeking a positive minded individual to be part of our dynamic hospitality team.The individual must be energetic, well organized and possess strong communication skills.The env... Show more

Quality Manager

WoodbridgeKitchener, ON, CA
Full-time

Woodbridge Cares programs that serves communities around the world through volunteerism and philanthropy.Join us and be part of a team that is shaping the future of foam technology.Woodbridge takes... Show more

(Paralegal) Case Manager, Worker's Compensation

LifeWorksKitchener, Ontario, Canada
Full-time

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

Insurance Service Associate – Case Management

Sun LifeSun Life Waterloo King
Full-time

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

Program Manager

Raytheon TechnologiesCA-ON-WATERLOO- ~ Phillip St ~ PHILLIP, Unit D
CA$101,500.00 yearly
Full-time +1

We are seeking a dynamic and results-driven Program Manager to lead and oversee a portfolio of complex projects and programs, ensuring alignment with organizational objectives and strategic goals.I... Show more

Project Manager

Randstad CanadaWaterloo, Ontario, CA
Temporary
Quick Apply

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

District Manager

WestburneKitchener, Ontario, Canada
Full-time

Westburne is the Canadian market leader in electrical distribution.We are looking for a dynamic leader for our Western District.Responsible for all aspects of the district, the District Manager dir... Show more

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Insurance Service Associate – Case Management

Insurance Service Associate – Case Management

Sun LifeWaterloo, Ontario
3 days ago
Job type
  • Full-time
Job description

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

  • Effective communications skills, both written and verbal
  • Proficiency on the following mainframe systems: CSW, Ingenium Life, MLIF, TSO
  • Strong level attention to detail
  • Strong developed phone skills
  • Strong problem solving and decision making ability based on complex information
  • Exceptional customer service sills
  • Approaches cases with an Owners mindset in order to generate the right outcome for the client, company and advisor
  • Strong organizational and time management skills with demonstrated ability to prioritize
  • Team player with positive attitude, enthusiasm and commitment to provide quality and timely service
  • Ability to be self-motivated, self directed and work independently
  • Ability to multi-task and prioritize effectively in a fast paced, changing environment
  • Recognizes need for urgency and executes quickly and decisively in time sensitive situations

Requirements

  • Developed analytical and problem solving skills
  • Traditional and Universal Life product knowledge
  • As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is requiredfor Quebec onlyfor the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Notes/Unique Requirements

  • Ability to work overtime when needed to meet the demands of the workload.
  • Must be willing to provide phone coverage until 5 pm on a rotating basis.