New Business Case Administrator

2 days ago

Toronto, Ontario, Canada Foresters Financial Full time

Career Opportunity

Role Title

New Business Case Administrator (6-month Contract)

Purpose of role

The New Business Case Administrator is responsible for US New Business administrative functions. This role supports the Case Management team with administrative functions to ensure in good order new business applications. This is a Hybrid position, requiring a minimum of two (2) days/week in office.

Job Description
Key Responsibilities

  • Enter application data in various systems within service level agreements.
  • Review application details to ensure data quality and data integrity is achieved.
  • Detect omitted, duplicated or incorrect data prior to input and take necessary actions to correct it.
  • Investigate data integrity issues using available tools and collaborating with other departments and producers.
  • Update and document established processes and procedures.
  • When necessary, communicate with internal and external stakeholders by telephone and email to fulfill missing and incorrect requirements.
  • Project and enhancement support through User Acceptance Testing and implementation validation.
  • Reconcile documentation (lab results, replacement letters)
  • Workflow support through case and task assignment to Case Managers aligned with relationship service model.
  • Investigate and update correct addresses for returned certificate contracts.
  • Re-running medical or prescription information on vendor sites.

Key Qualifications

  • College Diploma or University Degree an asset
  • 5-7 years of customer service experience
  • Preferred 2 years in a current new business and/or inforce customer service role
  • College diploma or related work experience2+ years of customer service experience is an asset.
  • Excellent verbal and written communication skills; Bilingual Spanish is an asset.
  • A good understanding of the business processes associated with insurance and financial services; insurance industry experience is preferred.
  • High attention to detail and keyboarding accuracy wpm)
  • Ability to decipher challenging handwriting.
  • Strong problem-solving skills.
  • Comfortable working within tight deadlines
  • Self-starter, highly motivated to always meet or exceed business objectives and Foresters employee competencies.
  • Strong computer skills, especially MS Excel, Outlook and other Microsoft Office applications and other programs.
  • Availability to work between 9am to 6pm EST dependent on business needs and on some Statutory Holidays or Weekends.
  • Strong verbal and written communication skills (particularly through phone and email interactions)
  • Ability to work rotating shifts within the defined hours of operations including US/Canadian Statutory holidays as required.

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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