Career Opportunity

Role Title

Purpose of role

Job Description

Key Responsibilities

• Respond to customer emails calls and inquiries in a timely professional and accurate manner
• Review monitoring and red-flag reports that identify potentially problematic agents and/or applications
• Demonstrate comfort working with numbers and data including reviewing reports identifying patterns and providing basic analysis and insights related to agent activity and behavior
• Manage BQR inbox and manage communication to stakeholders
• Respond to sensitive inquiries with the highest sense of urgency discretion and appropriate escalation
• Act as a point of contact to coordinate information flow between internal teams and external partners as required
• Track update and communicate regular and ad-hoc reports metrics and key indicators
• Review update and draft internal communications and process documentation
• Attend meetings take meeting minutes and follow up on action items to ensure timely completion
• Review update and communicate regular and ad-hoc reports metrics and key indicators to internal stakeholders
• Track update and communicate regular and adhoc reporting and metrics
• Provide general administrative and coordination support as needed to support team priorities and bsuiness operations
• Assist with onboarding and knowledge transfer by maintaining procedural guides and documentation

Key Qualifications

• Completed a bachelors degree in business Commerce Economics Finance or equivalent
• 1 to 3 years of industry related experience preferred.
• Strong analytical and technical skills with high attention to detail
• Demonstrated ability to follow the trail of details to determine patterns anomalies and be able to critically analyze large data sets.
• Strong organizational and documentation skills
• Demonstrated ability to communicate (both written and verbal) to a wide variety of stakeholders and have strong interpersonal skills.
• Advanced user in the Microsoft Office Suite (Word Excel PowerPoint Project)
• Ability to learn use and apply tools (software spreadsheets PC and Mainframe software etc.) as needed
• A self-starter with the ability to work well in a team environment as well as independently

#LI-Hybrid

Salary Range:

The actual base salary for this position will depend on several factors including job-related skills experience and 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 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.