Review and verify individual life insurance applications to ensure data quality and integrity
Evaluate new applications to determine level of coverage and premiums using pre-set guidelines and other referencing materials
Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering
Communicate in French & English with clients and business partners, internally and externally, by telephone and email, for outstanding requirements and other details/requirements
Adjust premiums or coverage according to the underwriting guidelines as requested
Enter/edit application information with speed and accuracy
Scan and file of each application into internal software systems
First point of contact for Escalations
Process payments and balance for banking
Complete Scorecards
Manage Shared Inbox
Assist with requirement gathering for projects and user testing
Other duties as required by the business
Education (minimum required): University degree
Experience (minimum required): 2-3 years of insurance administration
Excellent data entry skills
Excellent Phone Etiquette
Attention to detail & Typing speed of 60-70 wpm
Proficient in Microsoft Office applications
Strong team player
Able to multitask in a fast paced, high volume work environment
Demonstrated problem solving and analytical skills
Highly organized and efficient
Excellent customer service skills
Proficient in English and French (verbal and written)
#LI-Hybrid
Salary Range:
$40,000.00 - $55,000.00
The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.
Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.
Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.
Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment.
Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.
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What We Do
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 23 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.








