Foresters Financial

Bilingual

• Process all new business applications end-to-end to support producers
• Answer inbound customer service calls in Spanish and English regarding Foresters Financial new business activities
• Determine caller needs and provide timely support and one-call resolution
• Manage cases seamlessly for producers and maintain positive customer relationships, including escalations
• Review new business applications and initial premium payment arrangements for completeness and accuracy
• Gather, process, and enter information for underwriting decisions
• Coordinate certificate issuance and delivery requirements
• Manage producer expectations through phone, email, and portal communications
• Coordinate navigation through new business workflow processes
• Manage assigned applications and certificates from application setup through settling
• Review documentation and requirements, and follow up on missing or incomplete information
• Investigate, process, and track delivery requirements
• Process policy changes, including cancellations, replacements, reissues, and 90-day changes
• Archive electronic documents, including case-specific internal and external customer emails
• Recommend and support process improvements and efficiencies

Bilingual New Business Case Manager