Business Operations Coordinator

1 week ago

Calgary, Alberta, Canada Foresters Financial Full time
Job Summary

Foresters Financial is seeking a highly organized and detail-oriented Business Operations Coordinator to join our team. As a Business Operations Coordinator, you will play a critical role in ensuring the smooth operation of our business processes.

Key Responsibilities
  • Application Review and Verification: Review and verify individual life insurance applications for data quality and integrity, ensuring that all necessary information is accurate and complete.
  • Communication and Coordination: Communicate with brokers to obtain missing or incomplete requirements, and coordinate with internal teams to ensure timely resolution.
  • Data Entry and Management: Enter and edit application information with speed and accuracy, meeting service level agreements and ensuring data integrity.
  • Qualification Evaluation: Evaluate new applications to determine qualification for health classification using pre-set guidelines and referencing materials.
  • Worksheet Population: Populate worksheets with accuracy, facilitating a smooth transition to Case Managers and Underwriters within service level agreements.
  • Vendor Management: Order medical and financial requirements on paramedical and financial vendor websites, ensuring adherence to service agreements.
  • Compliance and Quality Control: Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering.
  • Other Duties: Perform other duties as required by the business, contributing to the overall success of Foresters Financial.
Key Qualifications
  • Education: College Diploma or Undergraduate degree.
  • Experience: Minimum of 1 year of experience in a related field.
  • Customer Service Skills: Excellent customer service skills, with the ability to communicate effectively with brokers and internal teams.
  • Language Skills: Bilingual in English and French (written and verbal) is an asset.
  • Data Entry Skills: Excellent data entry skills, with the ability to work accurately and efficiently.
  • Attention to Detail: Detailed oriented, with the ability to identify and resolve errors.
  • Technical Skills: Proficient in Microsoft Office applications.
  • Teamwork: Strong team player, with the ability to work collaboratively in a fast-paced environment.
  • Problem-Solving Skills: Demonstrated problem-solving and analytical skills, with the ability to think critically and resolve complex issues.
  • Organizational Skills: Highly organized and efficient, with the ability to prioritize tasks and manage multiple projects simultaneously.

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