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About the Role

This role is responsible for receiving, analyzing, calculating, and processing requests for non-contractual and contractual changes and conversions. The position involves completing correspondence and responding to inquiries related to these processes.

Responsibilities

• Examine and process Canadian and US change requests (contractual and non-contractual) to ensure compliance with legal and contractual provisions.
• Analyze change requests to confirm processability, informing the Producer and/or member if not.
• Complete necessary calculations for all change requests, including cost of insurance, target premiums, and termination penalties.
• Input all change requests into administrative systems: NWB, NB+U, Vantage, CFM, USSI, and CRM.
• Update CRM & USSI with pertinent information related to change requests.
• Process change requests within allotted service levels.
• Submit appropriate documentation to the Commissions Team for Producer compensation.
• Investigate and escalate system rejects to the Sr. Certificate Change Specialist and/or Help desk.
• Manage verbal and written communication with members, Producers, and internal customers.
• Assist other departments with product and rider-related inquiries.
• Assist other team members during vacations, absences, and peak workload periods.

Requirements

• Must have knowledge of Foresters products, legacy and new.
• Must have knowledge of Foresters systems (CFM, Vantage, NB+U, Ezbiz, BlueSky, USSI and CRM).
• Knowledge of Foresters change and conversion processes is a definite asset.
• Strong computer skills, accurate keyboarding with good basic knowledge of Word, EXCEL and Windows required.
• Ability to take initiative, make decisions independently and within the team environment.
• Knowledge of applicable state, provincial and federal legislative/regulation requirements related to form/documentation requirements for certificate changes.
• Excellent analytical and organizational skills.
• Strong aptitude for working with figures and calculations and attention to detail.
• Demonstrated ability to prioritize own work and work effectively under pressure and time constraints.
• Demonstrated customer service focus and team orientation.
• Must be flexible to changing priorities and work demands.
• Excellent written and oral communication skills, including delivering difficult messages to agents/members.
• Must be currently enrolled in LOMA or committed to completing LOMA courses once in the role.
• Incumbent must be able to work various shifts between 8:00 am to 8:00 pm and some Canadian holidays.

Skills

• Word
• EXCEL
• Windows
• Analytical skills
• Organizational skills
• Working with figures and calculations
• Attention to detail
• Prioritization
• Working under pressure
• Customer service
• Team orientation
• Flexibility
• Written communication
• Oral communication

Location

• Hybrid

Work Type

• Contract
• Full-time

Experience Level

• 9-month contract

Education Level

• LOMA enrollment or commitment to completion

Salary/Compensations

• $43,000 - $63,000

Benefits

• Discretionary variable incentive plan

About the Company

• Foresters Financial is 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.

Equal Opportunity

• 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 accommodations@foresters.com in advance of your appointment.