Business Operations Coordinator

4 weeks ago

Calgary, Alberta, Canada Foresters Financial Full time
Job Summary

We are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at Foresters Financial. In this role, you will be responsible for reviewing and verifying individual life insurance applications for data quality and integrity.

Key Responsibilities
  • Application Review: Review and verify individual life insurance applications for data quality and integrity.
  • Communication: Communicate with brokers for missing or incomplete requirements on a regular schedule.
  • Data Entry: Enter/edit application information with speed and accuracy within service level agreement.
  • Evaluation: Evaluate new applications to determine the qualification for health classification using pre-set guidelines and other referencing materials.
  • Worksheet Population: Populate worksheet with accuracy of key inputs to facilitate a smooth transition to Case Manager and/or Underwriter within service level agreement.
  • Ordering Requirements: Order medical and financial requirements on paramedical and financial vendor websites and ensure the service agreement is being adhered to.
  • Quality Checks: Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering.
Key Qualifications
  • Education: College Diploma or Undergraduate degree.
  • Experience: Minimum of 1 year of experience.
  • Customer Service Skills: Excellent customer service skills.
  • Language Skills: Bilingual in English and French (written and verbal) an asset.
  • Data Entry Skills: Excellent data entry skills.
  • Detailed Orientation: Detailed oriented.
  • Microsoft Office Proficiency: Proficient in Microsoft Office applications.
  • Team Player: Strong team player.
  • Multitasking: Able to multitask in a fast-paced, high-volume work environment.
  • Problem Solving: Demonstrated problem-solving and analytical skills.
  • Organization: Highly organized and efficient.

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