Bilingual New Business Case Coordinator

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Prime Hires is seeking a skilled Bilingual New Business Case Coordinator to join our client.
Contract Dates: 6 months with potential to extend or convert
Pay Rate: $22.74 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Create and maintain strong working relationships with brokers, advisors and plan administrators, and provide direct clients with a consistent and reliable point of contact for Affinity Markets New Business & Underwriting
• Perform quality review of completed Underwriters completed files to ensure the policy is settled or declined correctly, that the underwriting decision is clearly documented and processed, and that the underwriter has not exceeded their approval limit, as required by internal audit guidelines
• Maintain regular and ongoing communication with customers to provide proactive and customized service updates
• Handle outbound client/advisor calls or correspondence to follow up on outstanding requirements, to request incomplete information or to resolve complex service inquiries
• Approve and implement accepted client offers that do not require further underwriting
• Manage pending business by reviewing pending business on a regular basis and ensures requirements are ordered/received/matched/processed in a timely fashion
• Manages vendor orders and handles vendor inquiries for outstanding medical requirements
• Update Medical Information Bureau (MIB) reporting codes and run manual MIB reports when needed
• Provide back up to other New Business staff

Experience & Qualification Requirements:

• Fully Bilingual in English/French - must be able to read/write/speak French
• 3+ years progressive experience in an administrative or customer service role preferably in the insurance industry
• Intermediate life insurance knowledge, working toward achieving LOMA and/or ACS designations
• Proficient in using Microsoft Office Suite, New Business Mainframe systems (including NBUS, CAPSIL, LH), and AWD Imaging system with proficient keyboarding skills
• Good knowledge of Affinity products and functions handled in New Business and Underwriting, and various distribution channels with differing communication modes
• Good understanding of new business and underwriting shared standard operational guidelines, workflows, standards and processes

Personal Attributes:

• Able to handle high work volumes, multiple priorities, short deadlines and multi-tasking
• Attention to detail, resourceful to investigate unclear or incomplete instructions and requests
• Effective organizational and prioritization skills; able to change priorities quickly when required
• Good written and verbal communications - clear, concise, confident, customer focused, tactful communications
• Good interpersonal skills; positive attitude; sensitivity to confidential client information; responsiveness to customer issues or queries
• Able to effectively handle escalating calls while maintaining a professional demeanor and taking ownership of resolution of such issues until, if needed, they are reassigned
• Able to make decisions within published guidelines; to identify problems and to discern when to refer call or issue to a senior staff member or management

• Create and maintain strong working relationships with brokers, advisors and plan administrators, and provide direct clients with a consistent and reliable point of contact for Affinity Markets New Business & Underwriting
• Perform quality review of completed Underwriters completed files to ensure the policy is settled or declined correctly, that the underwriting decision is clearly documented and processed, and that the underwriter has not exceeded their approval limit, as required by internal audit guidelines
• Maintain regular and ongoing communication with customers to provide proactive and customized service updates
• Handle outbound client/advisor calls or correspondence to follow up on outstanding requirements, to request incomplete information or to resolve complex service inquiries
• Approve and implement accepted client offers that do not require further underwriting
• Manage pending business by reviewing pending business on a regular basis and ensures requirements are ordered/received/matched/processed in a timely fashion
• Manages vendor orders and handles vendor inquiries for outstanding medical requirements
• Update Medical Information Bureau (MIB) reporting codes and run manual MIB reports when needed
• Provide back up to other New Business staf