Career Opportunity

Role Title

Certificate Change Specialist (9-month contract)

Purpose of role

This job is responsible for receiving, analyzing, calculating and processing requests for non-contractual and contractual changes and conversions requested by the member and /or the Producer. Required to complete correspondence and answer member, Producer and internal customer inquiries related to these processes.

Job Description

Key Responsibilities

• Responsible for examination and processing of all Canadian and US change requests, (contractual and non-contractual) to ensure required documents are submitted and comply with legal and contractual provisions

• Responsible for analyzing change requests to ensure changes can be processed, if not, proactive in informing the Producer and/or member

• Complete all necessary calculations (e.g. cost of insurance, target premiums, termination penalty, etc.) required for all change requests

• Input all change requests on the various administrative systems, NWB, NB+U, Vantage, CFM, USSI and CRM

• Update CRM & USSI with pertinent information related to the change request

• Process change requests within allotted service levels

• Submit appropriate documentation to Commissions Team to facilitate Producer compensation

• Investigate and escalate system rejects to either Sr. Certificate Change Specialist and/or Help desk for resolution 

• Manage verbal and written communication to and from members/Producers and internal customers

• Assist other departments with product and rider related inquiries

• Assist other team members as required during vacation, absences and peak workload periods

Key Qualifications

• Must have knowledge of Foresters products, legacy and new

• Must have knowledge of Foresters systems (CFM, Vantage, NB+U, Ezbiz, BlueSky, USSI and CRM)

• Knowledge of Foresters change and conversion processes is a definite asset

• Strong computer skills, accurate keyboarding with good basic knowledge of Word, EXCEL and Windows required 

• Ability to take the initiative, make decisions independently and within the team environment

• Knowledge of applicable state, provincial and federal legislative/regulation requirements related to form/documentation requirements for certificate changes

• Excellent analytical and organizational skills

• Strong aptitude for working with figures and calculations and attention to detail

• Demonstrated ability to prioritize own work and work effectively under pressure and time constraints (weekly, monthly and year-end deadlines)

• Demonstrated customer service focus and team orientation and must be flexible to changing priorities and work demands

• Excellent written and oral communication skills, including delivering difficult messages to agents/members

• Must be currently enrolled in LOMA or committed to completing LOMA courses once in the role

#LI-Hybrid

Salary Range:

$43,000 - $63,000

Incumbent must be able to work various shifts between 8:00 am to 8:00 pm and some Canadian holidays.

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

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 [email protected] 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.