Job Description

Key Responsibilities

• Answer inbound Customer service-related calls regarding all aspects of Foresters Financial new business activities.

• Proficiently determine the needs of the caller, provide support and timely resolution in an effort to achieve one-call resolution.

• Take ownership of the case management process in a way that is seamless to the producer. Review and ensure completeness and accuracy of new business applications and initial premium payment arrangements while keeping the producer informed about progress.

• Gather, process, and enter information needed for Underwriting decision, coordinates certificate issue, delivery requirements while keeping the producer informed. Proactively manages producer expectations regarding service requests through effective communication (phone, email, portal comments) and acts as coordinator for navigating through the new business workflow processes.