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Business Operations Coordinator
2 months ago
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 completion of applications.
- Data Entry and Accuracy: Enter and edit application information with speed and accuracy, meeting service level agreements and ensuring data integrity.
- Health Classification 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.
- 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 correct errors.
- Technical Skills: Proficient in Microsoft Office applications.
- Teamwork and Multitasking: Strong team player, able to multitask in a fast-paced, high-volume work environment.
- Problem-Solving and Analytical Skills: Demonstrated problem-solving and analytical skills, with the ability to think critically and make sound decisions.
- Organization and Efficiency: Highly organized and efficient, with the ability to prioritize tasks and manage time effectively.
