Certificate Associate (12 Month Contract) ID-544

May 15, 2025

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.

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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).

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Purpose of role

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