Imaging and Indexing Associate (12-month contract)

Foresters Financial; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Toronto is seeking an Imaging and Indexing Associate for a 12-month contract. The role involves receiving, scanning, and indexing various applications and documents with a strong emphasis on attention to detail and accuracy. Candidates should have a post secondary diploma or equivalent experience along with strong organizational skills. Flexibility in working hours and problem-solving abilities are also essential for success in this position.

Qualifications

• Post secondary diploma in a related field or equivalent experience.
• Strong organizational and time management skills to ensure efficiency in a deadline driven environment.
• Demonstrated strong attention to detail and accuracy.

Responsibilities

• Receive and prioritize documents for processing.
• Analyze the document content to identify the type of form/application.
• Determine image quality and make adjustments to ensure clarity.

Skills

Strong organizational skills

Attention to detail

Problem solving

Communication skills

Customer service skills

Education

Post secondary diploma in a related field

Tools

High-speed scanners

Job description

Overview

Career Opportunity Role Title Imaging and Indexing Associate (12-month contract)

Purpose of role The Imaging & Indexing Associate is responsible for receiving and reconciling life and annuity applications, related documents, and cheques. The incumbent utilizes high-speed scanners and indexing technology to enter into the New Business Administration system within established Service Levels Agreements (SLA’s); and retrieves Underwriting requirements from vendor websites, fax or paper, and matches same to imaged or paper file.

Responsibilities

• Receive and prioritize documents for processing, and prepare for scanning.
• Analyze the document content to identify the type of form/application for bar coding prior to scanning
• Determine image quality and make adjustments required to ensure images are clear and legible.
• Troubleshoot image quality, hardware or software issues.
• Index all scanned documents following the established guidelines.
• Analyze and resolve issues that arise, which include determining if batches need to be deleted and re-scanned.
• Meet tight time lines while still delivering Quality service
• Assist other team members to ensure the team meets Goals and Objectives
• Ability to manage and prioritize fluctuating workloads.
• Meet service level agreements (SLA), achieve individual and team productivity goals
• Accept personal accountability to ensure accuracy and quality are met
• Assist and support other team members as required during vacations, absence and workload increases

Qualifications

• Post secondary diploma in a related field or equivalent experience.
• Strong organizational and time management skills to ensure efficiency in a deadline driven environment.
• Demonstrated strong attention to detail and accuracy.
• Familiarity with imaging fundamentals and New Business processes a definite asset.
• Knowledgeable with high-speed scanners.
• Ability to recognize a wide variety of forms and documents, especially New Business and Underwriting related.
• Good problem solving and creative thinking to find appropriate information to match mail with files.
• Strong communication skills, both verbal and written.
• Excellent customer service skills.
• Ability to work effectively and efficiently in a team environment as well as independently.
• Possess a high-degree of motivation and commitment.
• Ability to remain flexible, embrace change and multi-task
• Ability to work within the hours of Insurance Operations (6:00 am – 6:00 pm).
• Will be required to work on some Canadian Statutory holidays.

#LI-Onsite

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 [e-mail] 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.