Client Support Specialist

7 days ago

Toronto, Ontario, Canada Foresters Financial Full time $40,000 - $70,000 per year

Career Opportunity

Role Title

Client Support Specialist

Purpose of role

We are currently hiring a Client Support Specialist to add to our Customer Service team. This role will work in an inbound call center work environment and provide superb customer service to our policy holders and insurance brokers via telephone and email. The Client Support Specialist will handle level 1 calls as well as more complex policy holders and brokers requests.

Job Description

Key Responsibilities

  • Take Inbound calls and make out outbound calls
  • Process complicated inquiries, transactions and policy changes within service level parameters such as:
  • Beneficiary changes, ownership changes, collateral assignments
  • Record power of attorney requests plus complete public guardian assignments
  • Handle Bankruptcy trustee inquiries
  • Process reinstatement
  • Policy cancellation and Cash Value Surrenders
  • Smoker changes
  • Rider changes
  • Term policy conversion inquires and changes
  • Handle all basic customer service transactions and handle escalations and questions from entry level team
  • Provide job shadowing and training support as required
  • Other duties as required

Key Qualifications

  • Excellent customer service skills demonstrating patience, diplomacy and empathy balancing the interests of the organization
  • Excellent phone skills
  • Knowledge and experience on complex life insurance policy changes and transactions
  • Demonstrated depth of product and business process knowledge within scope of duties
  • Detail orientation
  • Proven ability to meet deadlines and to work under the pressures of multi-tasking
  • Team oriented attitude and technical coaching experience an asset
  • Relevant call center experience or customer service experience within the financial services industry
  • LOMA courses beyond Level I pursued up to and including FLMI
LI-Hybrid

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

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

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.

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