Foresters Financial™

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.

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