- Take Inbound calls and make out outbound calls
- Process complicated inquiries, transactions and policy changes within service level parameters such as:
- Beneficiary changes, ownership changes, collateral assignments
- Record power of attorney requests plus complete public guardian assignments
- Handle Bankruptcy trustee inquiries
- Process reinstatement
- Policy cancellation and Cash Value Surrenders
- Smoker changes
- Rider changes
- Term policy conversion inquires and changes
- Handle all basic customer service transactions and handle escalations and questions from entry level team
- Provide job shadowing and training support as required
- Other duties as required
- Excellent customer service skills demonstrating patience, diplomacy and empathy balancing the interests of the organization
- Excellent phone skills
- Knowledge and experience on complex life insurance policy changes and transactions
- Demonstrated depth of product and business process knowledge within scope of duties
- Detail orientation
- Proven ability to meet deadlines and to work under the pressures of multi-tasking
- Team oriented attitude and technical coaching experience an asset
- Relevant call center experience or customer service experience within the financial services industry
- LOMA courses beyond Level I pursued up to and including FLMI
#LI-Hybrid
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.
Top Skills
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.
