Foresters Financial is a financial services firm with administrative and operations offices located in Edison, NJ and on Wall Street and regional sales offices located nationwide.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Process all types of life and annuity Inforce service work in a timely and accurate manner, such as beneficiary changes, loans, surrenders, address changes, mode changes, reinstatements, representative changes, premium payments, conversions, 1035s, etc.
Must meet established service standard for processing service work and answering telephone calls from policyholders and representatives in a call center environment.
Assist in the preparation of 1099s and 5498s.
Maintain customer files.
Prepare client and representative correspondence.
EDUCATIONAL AND PHYSICAL REQUIREMENTS:
High School diploma or equivalent required.
College degree or equivalent work experience preferred.
Lifting of and carrying office files of up to 15 pounds.
EXPERIENCE AND BACKGROUND REQUIREMENTS:
Series 6 licensing must be obtained within 3 months of employment
Must possess a general understanding of Foresters Life Insurance and Annuity Company's various departments, functions and products within 6 months of employment
Proficient in Microsoft Word and Excel with accurate data entry skills
Excellent, demonstrated verbal and written communication skills
Ability to multi-task and work in a fast paced, deadline driven team environment
Must be customer focused
Ability to work overtime as needed
Foresters Financial is an Equal Opportunity Employer.
Foresters Financial Services, Inc.