Talent.com
Experior Financial
Remote Case ManagerExperior Financial • Waterloo, Ontario
Remote Case Manager

Remote Case Manager

Experior Financial • Waterloo, Ontario
30+ days ago
Job type
  • Full-time
  • Remote
Job description

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.

  • Proficiency in French is a asset.

  • 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.

  • Must reside and be authorized to work in Canada.




What Experior Financial Group Inc. can offer you:



  • Work-life balance with paid vacation and sick days

  • Competitive compensation

  • Comprehensive medical, dental, and vision benefits

  • Flexible work options

  • Career growth and development opportunities

  • Diverse teamwork environment.

  • Straight day shifts with no weekends

  • Company events and celebrations

  • Tuition reimbursement

  • Company-provided equipment




Salary Range - $56,160 to $60,000/yr CAD


The compensation range reflects a data-driven estimate of starting base pay for full-time (40 hours per week) employment. Individual pay may vary based on geographic location, job related skills, knowledge, experience, education etc.




Experior Financial Group Inc. is committed to job posting transparency. The Case Manager position is currently an open and vacant role within the organization.




Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!

Create a job alert for this search

Remote Case Manager • Waterloo, Ontario

Similar jobs

Full-Time Focus Group Participant - Remote

ApexFocusGroupWaterloo, ON, CA
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No call center representative agent experience needed.Call ... Show more

 • Promoted

RVT Role in Thunder Bay's Premier Clinic

VetStrategyArthur, Ontario, Canada
Full-time

Join Crossroads Veterinary Clinic in Thunder Bay as a Registered Veterinary Technician (RVT) and make a direct impact on pet care.Be part of a compassionate team committed to quality patient suppor... Show more

 • Promoted

Domiciliary Optical Assistant

SpecsaversWoolwich, ON, CA
Full-time

Ready to take your skills on the road? As a home visits optical assistant at Specsavers, you can do just that.You’ll be driving our services to the doorsteps of the nation, providing eye care to th... Show more

 • Promoted

Biology Private Tutoring Jobs Conestogo

SuperprofConestogo, CA
Full-time

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Remote Data Entry Clerk – Flexible Hours & Growth

LetterboxesElmira, ON, CA
Remote
Part-time

A growing company is seeking a Data Entry Clerk to work from home.This role offers flexibility with part-time shifts available, making it a great opportunity for those looking to balance work-life ... Show more

 • Promoted

Materials Manager

EarthscapeElmira, Ontario, Canada
Full-time +1

We partner with prestigious Landscape Architecture firms in North America to bring brilliant playground concepts to life.Our award‑winning design‑build firm is located just outside of Elmira, Ontar... Show more

 • Promoted

URGENT: Nanny Wanted - Experienced Nanny Needed In Conestogo, Ontario $25/Hourly

CanadianNanny.caConestogo, Ontario, Canada
CA$25.00 hourly
Full-time

Hi there! Our family in Conestogo, Ontario is seeking a full-time, live-out nanny to care for our newborn.We are looking for someone who can also assist with housekeeping, meal prep, and provide ov... Show more

 • Promoted

Bilingual Insurance Customer Service Rep (French/English)

RWAM Insurance Administrators Inc.Elmira, ON, CA
Full-time

An insurance company in Elmira seeks a Bilingual Claims Customer Service Representative.The role focuses on delivering exceptional service to Group Insurance clients, primarily in Quebec.Candidates... Show more

 • Promoted

Technical Project Manager Data Center (Remote)

RM Staffing B.V.Waterloo, ON, CA
Remote
Full-time

Clients need a single point of contact who actually understands hardware, not just a relationship manager who has to relay every technical question.Projects span hardware deployment, structured cab... Show more

Pet Sitter Wanted - Our Team: Seeking Reliable Pet Sitter In Woolwich, Ontario For $20 Daily

PetSitter.comWoolwich, Ontario, Canada
Full-time

Looking for a dog sitter while I explore St Jacob’s for a few hours, specifically St Jacob’s market which doesn’t allow pets.Additionally, if you have skills in pet grooming, that would be a great ... Show more

 • Promoted

Human Resources Manager

Toronto Film SchoolElmira, ON, CA
Full-time

Full Time, 40 Hours Per Week (Non-Union).Founded more than 60 years ago, Elmira District Community Living is a mission-driven, non-profit organization providing supports and services to people with... Show more

 • Promoted

Sales Manager

GorbelElmira, Ontario, Canada
Full-time

Gorbel’s mission is simple: We improve people’s lives.That mission guides everything we do, from the products and service we provide to our outside customers to the work environment we foster for o... Show more

 • Promoted

Market Research Associate - No Experience

Clubshop | USWoolwich, Ontario
Full-time

Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Show more

Restaurant Manager

H. Spring Inc. o/a Tim HortonsArthur, ON, CA
Full-time +1

Country Road 109, Arthur, Ontario, N0G 1A0.Salary: 58,000 annually / 30 to 40 hours per week.Terms of employment: Permanent, Full time.Shifts: Early morning, Evening, Shift, Flexible hours, Morning... Show more

 • Promoted

Writer/Journalist Internship Part-Time In Worldwide - Remote Worldwide

The Borgen ProjectWellington, Canada
Remote
Part-time +1

Are you passionate about making a difference in the world? Look no further! The Borgen Project is an international organization that works at the political level to improve living conditions for pe... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausWoolwich, ON, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Team Lead and Grassroots Soccer Coach

Summer FC - Learn to Play SoccerElmira, ON, CA
Part-time +1

Lead and inspire our Summer FC Coaching Team as a Team Lead and Grassroots Soccer Coach! Engage young players aged 3-8 in exciting sessions that build their passion for soccer this summer.As a Team... Show more

 • Promoted

Account Manager II, Agricultural Services

TD BankElmira, Ontario, Canada
Full-time

Directeur de comptes IIPostulerremote type: Hybridelocations: Elmira, Ontario: Shelburne, Ontario: Fergus, Ontario: Orangeville, Ontario: Erin, Ontariotime type: Temps pleinposted on:... Show more