Certificate Change

4 weeks ago

Toronto, Canada Foresters Financial Services, Inc. Full time

Career Opportunity

Role Title

Certificate Change & Reinstatement Specialist

Purpose of role

To be successful in this role, you will:

- Assign a high priority to customer service excellence and understands the value of customer satisfaction in driving success.
- Have excellent written and verbal communication skills, including delivering difficult messages to agents/members.
- Have a strong aptitude for working with figures, calculations, and attention to detail.
- Take ownership and responsibility for resolving customer concerns with every interaction.
- Demonstrate leadership, model customer service values and drive quality and process optimization while supporting the organization’s key priorities.
- Demonstrate ability to prioritize own work, work effectively under pressure and time constraints (weekly, monthly and year-end deadlines) while delivering quality service.
- Continuously learn about customers, their priorities and their expectations
- Be flexible, personally embrace change and commit to continuous learning. Display high energy, passion and a positive attitude.

Key benefits of this role:

- Work from home opportunities
- Full time schedules with weekends off
- Full benefits package and pension with company match
- Vacation time and bonus structure
- All required equipment/hardware provided
- Supportive management and co-workers
- Diverse and inclusive working environment
- Constant opportunity to learn, grow and advance your career

Job Description

Key Responsibilities
- Manage, organize and update relevant data information into the respective administration system
- Review, analyze, and process requests for changes to existing insurance certificates, including coverage modifications, beneficiary updates, and endorsements
- Complete in-depth calculations for purposes of quotes requested internally or externally
- Review and verify eligibility of request, including assessing any required underwriting or payment of overdue premiums
- Liaise with the Underwriting team and Product Solutions Group, to resolve issues regarding validating requirements and confirming product information
- Assess product guidelines to ensure changes meet legislative and corporate requirements
- Answering inbound and outbound service-related calls from the Experience Center
- Contribute to customer loyalty initiatives by supporting efforts to enhance customer satisfaction and retain business
- Responsible for review and processing of all US change and reinstatement requests, (contractual and non-contractual) to ensure required documents are submitted and comply with legal and contractual provisions
- Input all change requests on the various administrative systems, NB+U, Vantage, CRM, and CRM
- Achieve or improve on established SLA ‘s, identifying opportunities for process improvements
- Submit appropriate documentation to Commissions Team to facilitate Producer compensation
- Investigate and escalate system rejects to either Team Leader and/or Help desk for resolution
- Communicate with certificate holders, agents, and underwriters to clarify requests, gather additional information, and provide updates on the status of changes
- Stay informed of industry trends, legal updates, and company policy changes to ensure ongoing compliance
- Assist other team members as required during vacation, absences, and peak workload periods
- Assist in audits and reporting related to certificate changes and reinstatements

Key Qualifications
- Education: Post Secondary Education (asset)
- Experience: 2-4 years of experience in insurance administration, customer service, or a related field
- Knowledge of insurance products and regulatory requirements is an asset
- Experience with policy changes and reinstatements in the insurance industry is highly desirable
- In-depth knowledge of Foresters systems such as: Vantage, CRM, NBU EZBIZ and File Nexus
- Strong knowledge of Insurance contracts, practices and products
- Knowledge and understanding of Compliance regulations/guidelines/contract. (e.g. Audit, authorization requirements) is an asset
- Must have knowledge of Foresters products, legacy and new
- Knowledge of Microsoft Office products, specifically Excel
- Knowledge of Foresters change, reinstatement and conversion processes is a definite asset
- Knowledge of applicable state, provincial and federal legislative/regulation requirements related to form/documentation requirements
- Excellent analytical and organizational skills
- Demonstrated mathematical aptitude and strong data analysis skills with attention to detail and accuracy
- Ability to balance high productivity with superior quality, while managing daily workflow to meet deadlines
- Ability to multi-task and re-prioritize workload as required, while working in a fast paced and ever-changing environment
- Demonstrated ability to take ownership of any errors to ensure resolution
- Ability to handle sensitive information with confidentiality
- Demonstrated problem solving an

  • Certificate Change

    4 days ago

    Toronto, Canada Foresters Financial Full time

    Career OpportunityRole TitleCertificate Change & Reinstatement SpecialistPurpose of roleThe Certificate Change and Reinstatement Specialist is responsible for managing and processing certificate change requests and reinstatement applications for customers. This role involves ensuring all requests are handled efficiently and in compliance with company...

  • Change Manager

    4 months ago

    Toronto, Canada BMO Financial Group Full time

    250 Yonge Street Toronto Ontario,M5B 2L7 **Join the Workplace Change Centre of Excellence (CoE) as a Workplace Change Manager - our purpose is to provide consistent support, as required, for Corporate Real Estate Office projects involving the movement of people, by customizing workplace change initiatives according to each project’s complexity level and...

  • Change Manager

    6 days ago

    Toronto, Canada Hashmap Full time

    **Req ID**:237229 We are currently seeking a Change Manager to join our team in Toronto, Ontario (CA-ON), Canada (CA). **Organizational Change Manager - Remote** The Organizational Change Manager will play a key role in ensuring projects (change initiatives) meet objectives on time and on budget by increasing employee adoption and usage. This person will...

  • Change Manager

    2 weeks ago

    Toronto, Canada BGIS Full time

    **Who We Are** **SUMMARY** The Workplace Advisory and Management Office, a team of dedicated Workplace consultants (including Workplace Strategists, Workplace Experience, Change and Workplace Technology specialists) create solutions that enable BGIS customers to optimize their workplace and provide an enhanced workplace experience. The Change Manager...

  • Change Management Consultant

    7 days ago

    Toronto, Canada Expleo Full time

    Overview: **Expleo Canada** has a great opportunity for **Change Management Consultant!** This position will be **hybrid**. As our **Criteria to be met**: - An undergraduate degree (e.g. Business Administration, Social Sciences, Human Resources Management, Organizational Development) - At least 4 years of experience in the field of organizational...

  • Change Manager

    2 weeks ago

    Toronto, Canada Ontario Teachers' Pension Plan Full time

    The opportunity Depending on the size and level of complexity of the change initiative, there may be a Change Lead assigned, providing guidance and oversight to the Change Manager. Who you'll work with This position is an individual contributor role reporting directly into the Senior Manager, Organizational Change Management. The Change Manager will also...

  • Change Manager

    1 week ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** Our vision in Corporate Transformation & Operations (CTO) is to strengthen the Bank at its core. The CTO was recently established to ensure our corporate functions continue to remain effective in an increasingly complex operating...

  • Enterprise Project Manager

    5 days ago

    Toronto, Canada Change Healthcare Full time

    **Title: Enterprise Imaging Project Manager** **Overview of Position** The Project Manager will take responsibility for managing medium to large customer projects from project definition thru administrative closure and transition to operational support. The Project Manager will monitor the progress of the project activities, provide a primary continuous...

  • Change Partner

    7 months ago

    Toronto, Canada Definity Financial Corporation Full time

    Job ID : 6713 Category: Brand : Economical Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Toronto, Canada Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong...

  • Change Management Partner

    2 weeks ago

    Toronto, Canada CAPREIT Full time

    : **Reports To**: Manager, Organizational Change Management **Position Summary**: The Change Management Partner will elevate CAPREIT’s Strategic Programs as a lead resource in the development and deployment of change management plans and activities. The incumbent of this role must be a champion of change management and understand it's importance for...

  • Change Management Associate

    7 days ago

    Toronto, Canada CAPREIT Full time

    : **Reports To**: Manager, Organizational Change Management **Position Summary**: The Change Management Associate will elevate CAPREIT’s Strategic Programs as a lead resource in the development and deployment of change management plans and activities. The incumbent of this role must be a champion of change management and understand it's importance for...

  • Change Management Specialist

    2 weeks ago

    Toronto, Canada CAPREIT Full time

    Â: **Summary**: The Change Management Specialist will elevate CAPREIT’s Strategic Programs as a lead resource in the development and deployment of change management plans and activities. The incumbent of this role must be a champion of change management and understand its importance for overall organizational performance &...

  • Change Manager

    2 weeks ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: Business Management, Strategy & Support **Pay Details**: $76,800 - $115,200 CAD **Change Manager** **Department** The Contact Centre Routing & Infrastructure (CCR&I) team is responsible for delivering IT infrastructure to TD’s contact centers supporting 60 business...

  • Change & Incident Manager

    7 months ago

    Toronto, Canada CDW Full time

    At CDW, we highly value the energy and commitment you bring to your job every day. Our Change & Incident Manager role is an exceptional opportunity for a motivated, self-starter to grow and advance their career at an innovative, Fortune 200 leader. The #1 name in Canada for IT solutions, we're driving meaningful technological change for companies in...

  • Principal Change Advisor

    1 week ago

    Toronto, Canada Hitachi Solutions Full time

    Company Description Hitachi Solutions is a global Microsoft solutions integrator passionate about developing and delivering industry-focused solutions that support our clients to deliver on their business transformation goals. Our industry focus, expertise, and intellectual property is what truly sets us apart. We have earned, and continue to maintain, a...

  • Manager, Organizational Change

    2 months ago

    Toronto, Canada George Brown College Full time

    **CLOSING DATE**:Open until filled. **Land**_ _**Acknowledgement** - George Brown College is located on the traditional territory of the Mississaugas of the Credit First Nation and other Indigenous peoples who have lived here over time. We are grateful to share this land as treaty people who learn, work, and live in the community with each other._ **Equity...

  • Change Manager

    5 days ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 211759Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The role contributes to the overall success of the Global Change Management process by ensuring that technology changes within production are effectively planned, tested, scheduled, implemented, and verified, while applying risk...

  • Certificate Associate

    3 months ago

    Toronto, Canada Foresters Financial Services, Inc. Full time

    Career Opportunity Role Title Certificate Associate Purpose of role The Certificate Associate is responsible for assembling and packaging life insurance certificates within the established service levels agreements for both US and Canadian contracts. Perform quality review to ensure the proper issuance of certificates according to the underwriting...

  • Technical Program Manager

    6 days ago

    Toronto, Canada Change Healthcare Full time

    **What will I be responsible for in this job?** - Overall development life cycle of the solution and managing complex projects with significant bottom-line impact - Own release management. Prioritize, plan, track, and manage internal and external commitments, project risks, dependencies, and deliverables - Facilitate project and release initiation, planning,...

  • Change Lead, Enterprise Change Enablement New

    7 months ago

    Toronto, Canada Definity Financial Corporation Full time

    Job ID : 7554 Category : Human Resources Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Toronto, Canada Posting Range : $84,000 - $154,700 Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance...