Certificate Associate (12 Month Contract)

The Independent Order of Foresters; Toronto; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading company is seeking a Certificate Associate for a 12-month contract in Toronto. The role involves assembling life insurance certificates, ensuring compliance with legislation, and coordinating document distribution. The ideal candidate will have strong organizational abilities and experience in a fast-paced environment.

Qualifications

• PostSecondary education or equivalent experience required.
• Ability to adapt to changing demands and priorities.
• Strong organizational skills are essential.

Responsibilities

• Assemble and package life insurance certificates according to service level agreements.
• Conduct quality reviews for accuracy of issued contracts.
• Coordinate distribution of completed contract packages.

Skills

Organizational skills

Attention to detail

Ability to work independently

Fast-paced environment adaptation

Knowledge of legislative requirements

Education

PostSecondary education or equivalent work experience

Tools

Microsoft Office

Job description

Certificate Associate (12 Month Contract)

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 agents 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

• PostSecondary education or equivalent work experience
• Able to review application information with the ability to identify requirements for additional information / documents based on predefined standards
• Ability to examine and determine accuracy of detailed contacts and related documentation with speed and accuracy
• Ability to work in a fastpaced 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 followup 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
• 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 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.

Required Experience :

Key Skills

IVR,SOAP,Avaya,Solaris,Cost Accounting Standards,Database Design,Hibernate,ITIL,Weblogic,Express.js,Contracts,ASP

Employment Type : Full-Time

Experience : years

Vacancy : 1

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