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New Business Administrator

Foresters Financial Services, Inc.

This is a Contract position in Vaughan, ON posted August 3, 2022.

Career Opportunity Role Title New Business Administrator Purpose of role As a New Business Administrator, you will review, verify and data enter individual life insurance applications in the new business application system which are submitted by our Brokers and Sales Agents.

This is an administrative position that will include daily communication with external partners including Brokers.

Job Description Key Responsibilities Review and verify individual life insurance applications for data quality and integrity Communicate, verbally or written, with brokers for missing or incomplete requirements on a regular schedule Enter/edit application information with speed and accuracy within service level agreement Evaluate new applications to determine the qualification for health classification using pre-set guidelines and other referencing materials Populate worksheet with accuracy of key inputs to facilitate a smooth transition to Case Manager and/or Underwriter within service level agreement Order medical and financial requirements on paramedical and financial vendor websites and ensure the service agreement is being adhered to.

Perform quality checks to ensure compliance with government regulations related to licensing, errors and omissions, and money laundering Other duties as required by the business Key Qualifications Education: College Diploma or Undergraduate degree Experience: Minimum of 1 year of experience Excellent customer service skills Bilingual in English and French (written and verbal) an asset Excellent data entry skills Detailed oriented Proficient in Microsoft Office applications Strong team player Able to multitask in a fast paced, high volume work environment Demonstrated problem solving and analytical skills Highly organized and efficient Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

Foresters Financial is committed to supporting diversity and accessibility.

If you require an accommodation throughout the recruitment process, we will work with you to meet your needs.