Work with Foresters Financial as a Certificate Change Specialist on a 9-month contract. This role emphasizes processing and analyzing member and Producer requests effectively and compliantly.
You will process change requests from both Canadian and US members, analyzing documents for compliance and accuracy. Critical calculations related to insurance and changes will be a part of your daily tasks. Your ability to communicate with members and resolve inquiries will support overall customer satisfaction.
Key Responsibilities:
• Review and process all change requests accurately
• Ensure legal compliance and document organization
• Execute calculations for change requests efficiently
• Update CRM systems with accurate information
• Manage communication with members and internal teams
Requirements:
• Robust knowledge of Foresters products and systems
• Excellent analytical and organizational skills
• Proficient in Word, Excel, and other systems
• Attention to detail and ability to prioritize tasks
• Strong focus on customer service and teamwork
Bring your expertise to Foresters Financial and contribute to member satisfaction in this essential role.
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