Foresters Financial™
New Business Case Manager
Toronto
Sponsorship not specified$50k-$65kDetected 26 days ago
RecruitingCustomer SupportLeadershipCommunicationProblem SolvingTime ManagementUnderwriting
About the role
- When you work at Foresters Financial™, you're encouraged to bring your authentic and most evolved self to the work environment.
- Our purpose is enriching the well-being of our families, communities and employees.
- The actual base salary for this position will depend on several factors, including job-related skills, experience, and education.
Responsibilities
- Proficiently determine the needs of the caller, provide support and timely resolution in an effort to achieve one-call resolution.
- Manage the case follow-up of documents for missing/incomplete information
- Proactively take initiative to support or recommend processes improvements/efficiencies
- Proactively manages producer expectations regarding service requests through effective communication (phone, email, portal comments) and acts as coordinator for navigating through the new business workflow processes.
- Archiving of electronic documents (i.e. case-specific emails from internal or external Customers)
Requirements
- Review documentation/requirements for completeness, accuracy and action as required
- Review, investigate, process and track delivery requirements as required
- Ability to work rotating shifts within the defined hours of operations including US/Canadian Statutory holidays as required.
Nice to have
- Positive, enthusiastic, and team-oriented mindset
- A natural ability to organize and prioritize various daily responsibilities and meet tight deadlines while thriving in a fast-paced team environment.
- Excellent attention to detail and analytical skills.
- Results oriented and motivated to meet production targets on a daily basis.
- Demonstrated professional and customer service-focused demeanor.
- Sound knowledge and expertise in the aligned departmental role
- Strong analytical and problem-solving skills, with an ability to not only identify issues but present possible solutions.
- Proven ability to independently resolve customer/producer escalations including but not limited to root cause analysis, remediation, mitigation activities and solutions.
Compensation
- 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.
- $50,000 - $65,000
Company info
- 3-5 years Experience working in customer service, ability to collaborate with internal and external customers to find the best solution possible.
- Foresters takes many shapes and forms, but each day ties back to being a part of a culture in which all our employees can thrive and do meaningful work.
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 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.
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This listing is sourced directly from Foresters Financial™'s careers page and normalized into a canonical job model.