Career Opportunity
Role Title
Certificate Associate
Purpose of role
The Certificate Associate is responsible for assembling and packaging life insurance certificates within the established service levels agreements for both US and Canadian contracts. Perform quality review to ensure the proper issuance of certificates according to the underwriting decision, product specifications, state and provincial legislation and delivery method. Ensure all pages and supporting documents required for delivery are handled efficiently and accurately to meet service and quality standards. Ensure that files are sent to the field offices and/or members within defined time frames.
Job Description
Key Responsibilities
- Review Foresters’ various systems for instructions, notes and requirements as noted by Case Management or Underwriting team
- 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 that any changes/corrections have been properly reflected in the new contract package via a contract amendment or endorsement.
- Verify that the contract is issued in accordance with applicable laws, regulations, and Foresters policies and standards.
- 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.
- Document and report on daily volumes.
- Document and report on Case Manager contract errors.
- Escalate any issues related to system issues and contracts output.
Key Qualifications
- Post-Secondary education or equivalent work experience
- Demonstrate attention to detail
- Able to review application information with the ability to identify requirements for additional information/documents based on pre-defined standards
- Ability to examine and determine accuracy of detailed contacts and related documentation with speed and accuracy
- Ability to work in a fast-paced environment under tight time constraints
- Ability to adapt to changing demands and priorities
- Knowledge of New Business application review, processing policies, procedures and standards
- Knowledge of applicable state, provincial and federal new business legislative/regulation requirements related to form/documentation requirements.
- Knowledge of Foresters purpose, goals and objectives, New Business, Underwriting & Service Centre policies, procedures and standards to ensure that work meets Foresters standards
- Detailed understanding of all Foresters insurance products and contract provisions to review contract documents for accuracy and completeness.
- Strong organizational skills, able to effectively monitor and track information for multiple files, and to follow-up promptly for each unique file requirement.
- May be required to lift, up to 20 lbs on a daily basis.
- Ability to work independently on a repetitive task and maintain high motivation
- Excellent verbal & written communication skills
- Excellent customer service skills
- Proficient use of Microsoft Office applications (Word, Excel, Outlook).
Foresters Financial is committed to supporting diversity and accessibility. If you require accommodation throughout the recruitment process, we will work with you to meet your needs.
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 [email protected] 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.
Top Skills
What We Do
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 23 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.
