Foresters Financial™

Document Services Associate (6-month contract)

Toronto

Sponsorship not specified$40k-$55kDetected 16 days ago

Outbound SalesExcelRecruitingCustomer SupportCommunicationMicrosoft OfficeUnderwriting

About the role

include managing Shipping/Receiving activities, processing inbound and outbound mail, and handling returned mail with accuracy and efficiency.
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.

Support our internal and external business partners
Receive and prioritize documents for processing and prepare for scanning
Analyze the content of the document to identify the type of form/application for bar coding prior to scanning
Index all scanned documents following the established guidelines
Ability to manage daily workflow to meet tight deadlines

Investigate and re-send returned US and Canadian mail as required
Examine each file received to ensure contracts have been issued accordingly, capturing any required documentation deemed necessary by the Underwriter and/or the Case Manager
Ensure all required applications and supporting documents are retrieved and assembled accurately
The incumbent performs quality reviews, verifies all required pages and supporting documents, and ensures timely delivery to field offices and members in alignment with defined service and quality standards.

Excellent attention to detail ensuring quality standards is met at all times
Must be able to work under minimal supervision and take ownership
Ability to work in a fast paced and ever-changing environment
Receptive to feedback, asks questions to obtain clarification
Strong oral & written communication skills and customer service skills to internal & external clients.
Knowledge and skill in the application of computer software programs and accurate data entry skills
Ability to work effectively in a team environment or as an individual as required
Knowledge of Microsoft Office application i.e. Excel, Outlook

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.
$40,000 - $55,000

Education (minimum required): Post secondary diploma in a related field or equivalent experience
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.

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 accommodations@foresters.com 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.
Employment and Inclusion - at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants.

This listing is sourced directly from Foresters Financial™'s careers page and normalized into a canonical job model.