Impact starts with you.

I’m looking for a job I’m looking to hire
Job · Canada · Full time

Client Support Specialist

The Independent Order of Foresters · $835.8M budget · 821 staff · Since 1881

Why The Independent Order of Foresters

FY2024 · Form 990Its mission and biggest programs, as filed

Offers financial products and community volunteer opportunities to members and their families.

  • Insurance Benefits: Foresters provided Insurance Benefits, including life, health and annuity benefits, for approximately 2,167,550 members across the United States, Canada and the United Kingdom. The cost for providing such insurance benefits was approximately $741 million, excluding changes in actuarial…$741.3M spent in FY2024
  • Foresters Community Partnerships: Every year, Foresters offer direct support to charities that enhance the well-being of families and communities. Partnerships with non-profit organizations like, but not limited to, Whole Kids Foundation, National Clean-Up (Clean Trails), Evergreen Foundation, and Cash for…$11.9M spent in FY2024
  • Fraternal Benefits and Grants: Foresters provide its members, at no additional cost, with a variety of fraternal benefits outside of the traditional insurance benefits described above. These benefits demonstrate Foresters commitment to the purpose of assisting members, enhancing their well-being…$9M spent in FY2024

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$308K–$1.0M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$762.2M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
821
employees
4,846 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Surplus or deficit
+9%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
23 mo
of spending, in cash and securities
Looks good: 23.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(8)
tax-exempt since 1966
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Career Opportunity Role Title Client Support Specialist Purpose of role Working within the Service Centre, this job provides first contact resolution with existing Members, regarding Membership inquiries, Inforce customer (Member and Producer) inquiries and requests on Current sold and legacy products within US and Canada. Including functional processing and verbal disbursements via phone as well as request for Producer contact requests. The Customer Relationship Specialists responsibilities include answering inquiries, building relationships with all business units and complaint/escalation handling, quality reviews and floor support.

Job Description

Key Responsibilities Handling phone inquiries on Membership, Inforce customer (Member and Producer) and currently sold and legacy products within US and Canada. Functional one and done processing – handling inquiries from our Members and Producers from Initial contact to final processing. Providing floor support to new hires and existing agents, by way of side by side coaching, support with difficult callers, identifying opportunities and areas of improvement with Team Leaders. Completing 5 quality reviews per Service Center Representative monthly – Providing feedback of areas of opportunity back to the respective Team Leader for coaching purposes.

Handling Customer complaints that Service Center Representatives are unable to handle from initial call to resolution. This could include and is not limited to liaising with other internal departments, colleagues, as well as taking ownership to provide a resolution that benefits Foresters Customers and the business. Key Qualifications Education - minimum required: Completion of post secondary education including college certificate, diploma or equivalent education and experience Proven ability as determined by respective Team leader to handle customer escalations including but not limited to root cause analysis, remediation, mitigation activities and solutions.

Proven ability or knowledge of the existing quality process within the Service Center.

Above average or higher Key Performance Indicators as per Service Center Standards (Quality, Average Handle Time, and Average Speed to Answer) Acceptable Absenteeism level as per Service Center Standards LOMA ACS Designation or FLMI is an asset Lynda.Com Playlist completed related to effective complaint handling, coaching and quality Demonstrated professional customer service demeanor Ability to build rapport with customers and internal stakeholders Enthusiastic telephone presence (people can hear you smile) Strong verbal and written communication skills to effectively communicate with internal and external customers Own the results, share work experiences and willingly seek and accept personal accountability.

Ability to work rotating shifts within the defined hours of operations including US/Canadian Statutory holiday’s as required. #LI-Hybrid LOMA courses preferred. Will be required to complete LOMA 281 & 291…

Read the full posting

About The Independent Order of Foresters

From its Form 990

More like this