Career Opportunity: Role Title - Document Services Associate (6‑month contract)

Purpose of role: This position is responsible for a broad range of administrative and mail-related functions that support Foresters operations. Key responsibilities include managing Shipping/Receiving activities, processing inbound and outbound mail, and handling returned mail with accuracy and efficiency. The role also encompasses Imaging and Indexing duties, which involve receiving and reconciling life and annuity applications, related documents, and cheques; operating high‑speed scanners and indexing technology to upload information into the New Business Administration system within established Service Level Agreements (SLAs); and retrieving underwriting requirements from vendor websites, fax, or paper sources to match with corresponding files. The position supports certificate assembly by preparing and packaging life insurance certificates for both U.S. and Canadian contracts, ensuring compliance with underwriting decisions, product specifications, and applicable state and provincial regulations. 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.

Key Responsibilities

- Support shipping and receiving function by handling incoming shipments, distributing mail to various internal customers, and processing all U.S. and Canadian outgoing mail to be sent via Canada Post, USPS, ICs and FedEx.
- Handle sorting and distribution of incoming correspondence that is printed by a third‑party vendor and prepare outgoing mail.
- Prepare and process all shipments for U.S. and Canadian certificate packages.
- Investigate and re‑send returned U.S.



and Canadian mail as required.
- Prepare mailing labels for agent correspondence.
- Support 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 barcoding prior to scanning.
- Troubleshoot image quality, hardware or software issues.
- Index all scanned documents following the established guidelines.
- Analyze and resolve issues that arise, determining if batches need to be deleted and re‑scanned.
- 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.
- Review application information for accuracy and completeness to ensure changes/corrections have been properly reflected in the recent contract package via a contract amendment or endorsement.
- Identify contract discrepancies and errors and take appropriate corrective action.
- Coordinate the distribution of completed contract packages to the appropriate field offices or members according to state laws and agent preferences.
- Escalate any issues related to system problems and contract output.

Key Qualifications

- Education:



Post‑secondary diploma in a related field or equivalent experience.
- Experience: 1–2 years in a mailroom, office support, or clerical role.
- Excellent attention to detail ensuring quality standards are met at all times.
- Ability to manage daily workflow to meet tight deadlines.
- Capable of working under minimal supervision and taking ownership.
- Adaptable to a fast‑paced and ever‑changing environment.
- Receptive to feedback and proactive in asking clarifying questions.
- Strong oral & written communication skills and customer service skills for internal & external clients.
- Knowledge and skill in the application of computer software programs and accurate data entry skills.
- Proficiency in Microsoft Office applications such as Excel and Outlook.
- Ability to work effectively in a team environment or independently as required.

SALARY RANGE: $40,000‑$55,000 (actual base salary depends on job‑related skills, experience, and education. Eligible employees may participate in a discretionary variable incentive plan, results are subject to individual and company performance.)

Equal Opportunity Employment and Inclusion – Foresters Financial is 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 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.

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📌 Document Services Associate (6 Month Contract) (Toronto)
🏢 Foresters Financial Services
📍 Toronto