Certificate Change Specialist

Career Opportunity ================== Role Title ---------- Certificate Change Specialist (9-month contract) Purpose of role --------------- This job is responsible for receiving, analyzing, calculating and processing requests for non-contractual and contractual changes and conversions requested by the member and /or the Producer. Required to complete correspondence and answer member, Producer and internal customer inquiries related to these processes. Job Description --------------- Key Responsibilities -------------------- * Responsible for examination and processing of all Canadian and US change requests, (contractual and non-contractual) to ensure required documents are submitted and comply with legal and contractual provisions * Responsible for analyzing change requests to ensure changes can be processed, if not, proactive in informing the Producer and/or member * Complete all necessary calculations (e.g. cost of insurance, target premiums, termination penalty, etc.) required for all change requests * Input all change requests on the various administrative systems, NWB, NB+U, Vantage, CFM, USSI and CRM * Update CRM & USSI with pertinent information related to the change request * Process change requests within allotted service levels * Submit appropriate documentation to Commissions Team to facilitate Producer compensation * Investigate and escalate system rejects to either Sr. Certificate Change Specialist and/or Help desk for resolution  * Manage verbal and written communication to and from members/Producers and internal customers * Assist other departments with product and rider related inquiries * Assist other team members as required during vacation, absences and peak workload periods Key Qualifications ------------------ * Must have knowledge of Foresters products, legacy and new * Must have knowledge of Foresters systems (CFM, Vantage, NB+U, Ezbiz, BlueSky, USSI and CRM) * Knowledge of Foresters change and conversion processes is a definite asset * Strong computer skills, accurate keyboarding with good basic knowledge of Word, EXCEL and Windows required  * Ability to take the initiative, make decisions independently and within the team environment * Knowledge of applicable state, provincial and federal legislative/regulation requirements related to form/documentation requirements for certificate changes * Excellent analytical and organizational skills * Strong aptitude for working with figures and calculations and attention to detail * Demonstrated ability to prioritize own work and work effectively under pressure and time constraints (weekly, monthly and year-end deadlines) * Demonstrated customer service focus and team orientation and must be flexible to changing priorities and work demands * Excellent written and oral communication skills, including delivering difficult messages to agents/members * Must be currently enrolled in LOMA or committed to completing LOMA courses once in the role #LI-Hybrid **Salary Range:** $43,000 - $63,000 Incumbent must be able to work various shifts between 8:00 am to 8:00 pm and some Canadian holidays. The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance. **Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.** **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]_](mailto:[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._