- Review and verify individual life insurance applications for data quality and integrity
- Communicate, verbally or written, with brokers for missing or incomplete requirements on a regular schedule
- Enter/edit application information with speed and accuracy within service level agreement
- Evaluate new applications to determine the qualification for health classification using pre-set guidelines and other referencing materials
- Populate worksheet with accuracy of key inputs to facilitate a smooth transition to Case Manager and/or Underwriter within service level agreement
- Order medical and financial requirements on paramedical and financial vendor websites and ensure the service agreement is being adhered to.
- Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering
- Other duties as required by the business
- Education: College Diploma or Undergraduate degree
- Experience: Minimum of 1 year of experience
- Excellent customer service skills
- Bilingual in English and French (written and verbal) an asset
- Excellent data entry skills
- Detailed oriented
- 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
#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.
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.
