Career Opportunity
Role Title
Operations Coordinator
Purpose of role
Reporting to the Manager, this role is to support the operations, processing and fulfillment of member benefits across all three countries.
Successful execution of this role will result in:
• Members have a positive experience accessing benefits and will feel well-supported.
• Improved member perceptions regarding the value of Foresters benefits of membership.
• Consistent communications and messaging with applicants and stakeholders regarding processes and procedures within the benefit programs.
• The delivery of services within or exceeding SLAs.
• Operational efficiency and consistency in use of benefit programs.
Job Description
Key Responsibilities
• Work as part of an integrated team to administer day-to-day operations of online benefit programs ensuring a consistent member experience across all 3 countries, and program delivery against agreed upon SLAs.
• Evaluate and provide final decisions on member requests for benefits using guidelines and business rules, acting as first escalation point for member complaints or sensitive issues and escalating to the Operations Specialist on an as-needed basis.
• Effectively communicate with members via telephone and email to expedite resolutions to inquiries, delivering a high standard of care.
• Propose amendments to granting requests that will increase the likelihood of an enhanced member experience, better turnout, increased engagement and event success.
• Contribute to the delivery of scheduled benefits program assessments and trend summaries including but not limited to semi-annual post activity report reviews, quarterly granting audits (scheduled and triggered), semi-annual grant application acceptance/decline reviews etc.
• Liaise with Financial Coordinator and members for fund disbursements.
• Act as a Subject Matter Expert to assist with the development and maintenance of departmental SOPs, SLAs, and operational KPIs.
• Act as a SME for the development and maintenance of new programs and materials including stakeholder user guides and training materials for member facing online systems.
• Identify and recommend opportunities for member, operational, platform, process, and program improvements, enhancements, and efficiencies that would increase ROI and provide an enhanced member experience.
Key Qualifications
• Post-secondary education (College/University/Technical School) and 1-2 years of experience in a customer service and operations or program delivery role.
• Excellent interpersonal and communication skills (both written and oral), with the ability and commitment to deliver excellence in customer service to members.
• Solid judgement, decision making and problem-solving skills.
• The ability to proactively resolve problems, manage conflict, and escalate as needed.
• A self-starter with the ability to work well in a team environment as well as independently.
• Ability to multi-task, meet strict daily deadlines and demonstrate flexibility to adapt to a fluctuating workflow, with emerging issues in a changing environment.
• Strong computer skills, including but not limited to proficiency in Microsoft Office Suite (Word/Excel/Outlook).
#LI-Hybrid
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.
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.
