Unclaimed Property Analyst

2 months ago

Old Toronto, Canada Foresters Financial Services, Inc. Full time

Unclaimed Property Analyst page is loaded Unclaimed Property Analyst Apply locations Toronto time type Full time posted on Posted 2 Days Ago job requisition id R-1673 Career OpportunityRole TitleUnclaimed Property AnalystPurpose of roleThe Unclaimed Property Analyst will work on behalf of Insurance Operations to establish and maintain procedures consistent with applicable US and Canadian Unclaimed Property laws, investigate and help resolve unclaimed property issues. The Unclaimed Property Analyst will assist in creating and maintaining adequate reporting, as well as adhere to compliance related deadlines. The Unclaimed Property Analyst will work with other departments to investigate, help locate and contact payees who have funds owed to them, ensure accuracy in escheatment and reporting, conduct lost policy searches, and interact with examiners as required for audit purposes.Job DescriptionKey Responsibilities

  • Ensure all unclaimed property for Foresters Financial Insurance Operations is handled, reported and escheated in compliance with state and provincial unclaimed property regulations. This includes any companies managed by Foresters Financial, such as Foresters US and Canadian branches, Foresters Life Insurance Company, and Canada Protection Plan, and others as needed.
  • Maintain strict timelines according to state due dates
  • Cleanse and validate payment data and prepare report filings
  • Request and prepare files for all stages of escheatment cycles
  • Monitor, review and research potential unclaimed property to ensure a satisfactory resolution by attempting to locate the owner of unclaimed funds (e.g. contact owner by phone, email, or correspondence)
  • Responsible for working with state/provincial government and vendors to identify inforce certificates and any resulting claims
  • Assist Operations departments in the identification of unclaimed property and movement of unclaimed property funds to unclaimed property accounts
  • Update and maintain systems tracking and document unclaimed property activities, prepare due diligence letters in accordance with regulations and manage outstanding cheques.
  • Responsible for producing reports and metrics on unclaimed properties to leadership and Finance on a recurring basis
  • Assist with external unclaimed property/escheatment audits and internal department audits
  • Ensure all journal entries are entered timely and are appropriately supported and accurate
  • Assist in identification, creation, and implementation of process improvements
  • Reconciliation of unclaimed property account(s)
  • Oversee Operational unclaimed property process and be the contact for all state and province inquiries and member/policyholder inquiries related to unclaimed property
  • Identify discrepancies in escheatment and accounts and resolve
  • Ensure processes are in compliance with state Lost Policy Finder programs
  • Inform and educate other Operations Departments about unclaimed property
  • Create and update procedural documentation on new state/provincial regulations
  • Performs other duties as assigned
Key Qualifications
  • Post-secondary degree or diploma in business, finance or related field and equivalent working experience
  • 3+ years of progressive knowledge in unclaimed property, operations principles, insurance industry and fundamental accounting
  • Knowledge of Microsoft Office suite of products. Strong Excel and Word skills required.
  • Excellent organizational and attention to detail.
  • Ability to work with and communicate to third-party vendors, operational teams, Finance and Finance Management Operations department
  • Team oriented. Effective self-starter with excellent interpersonal skills.
  • Strong operational decision making, research, and data analysis skills.
  • Excellent communications skills, both verbal and written. Facilitates fact-based decision making.
  • Approachable, passionate, solutions finder with proven ability to identify and implement business process improvements.
  • Ability to initiate and drive projects/initiatives from conception to completion with minimal guidance or follow ups.
  • Experience working with multiple stakeholders at all levels of the organization.
  • Ability to handle situations where information is difficult to obtain, complex or ambiguous.
  • Demonstrated independent ability to prioritize, multi-task and work to tight timelines.
  • Strong sense of personal accountability, teamwork, professional discretion and adaptability to changing business needs.

#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 accommodations@foresters.com 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.

About Us

Foresters Financial is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families. More than 140 years later, we provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security.

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