Bilingual Case Manager

Description:

• Answer inbound producer service related calls regarding all aspects of Foresters Financial new business activities.
• Proficiently determine the needs of the caller and provide support timely resolution in an effort to achieve one-call resolution
• Accountable for assigned application/certificates (from all lines of business including special handling cases) from application set-up to settling
• Review documentation/requirements for completeness, accuracy and action as required
• Investigate and identify any irregular signatures and report to SIU/BQR per guidelines
• Manage the case follow-up of documents for missing/incomplete information
• Review, investigate, process and track delivery requirements as required
• Process policy changes within established period of time (i.e. cancellations, reissues, 90-day changes)
• Archiving of electronic documents (i.e. case-specific emails from internal or external
• partners)
• Demonstrate professional verbal and written communication with internal and external partners that include Master Agencies and phone queue management
• Proactively take initiative to support or recommend processes improvements/efficiencies
• Liase with and maintain strong working relationships with all stakeholders to ensure effective decisions and workflow.