Case Manager

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!