Document Services Associate (9-month contract) (Toronto)

Document Services Associate (9-month contract) (Toronto)

06 Sep
|
Foresters Financial Services
|
Toronto

06 Sep

Foresters Financial Services

Toronto

Career Opportunity Role Title Document Services Associate (9‑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. 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. In addition, the position supports certificate assembly by preparing and packaging life insurance certificates for both U.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. Support shipping and receiving function as required by handling incoming shipments, distributing mail to various internal customers, and processing all US and Canadian outgoing mail to be sent via Canada Post, USPS, ICES and FedEx.

Handle sorting and distribution of incoming correspondence that is printed by a third‑party vendor and prepare outgoing mail. Support our internal and external business partners. Analyze the content of the document to identify the type of form/application for bar coding prior to scanning.

Troubleshoot image quality, hardware or software issues.



Ensure all required applications and supporting documents are retrieved and assembled accurately. Review application information for accuracy and completeness to ensure that any changes/corrections have been properly reflected in the new contract package via a contract amendment or endorsement.

Responsible for identifying contract discrepancies and errors and then taking appropriate action to correct. Coordinate the distribution of completed contract packages to the appropriate field offices or members according to state laws and agent’s preferences.

Education (minimum required): Post‑secondary diploma in a related field or equivalent experience. ~ Experience (minimum required): 1–2 years of experience in a mailroom, office support, or clerical role is preferred. ~ Excellent attention to detail ensuring quality standards is met at all times. ~ Must be able to work under minimal supervision and take ownership. ~ 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. ~ Knowledge of Microsoft Office application i.e. Excel, Outlook. ~#In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Equal Opportunity Employment and Inclusion We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building solid, innovative teams in which all our employees can show up wholly and authentically as themselves.

📌 Document Services Associate (9-month contract) (Toronto)
🏢 Foresters Financial Services
📍 Toronto

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