Why The Independent Order of Foresters
FY2024 · Form 990Its mission and biggest programs, as filedOffers 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 orgAbout the role
The org's own posting, as writtenCareer Opportunity Role Title New Business Case Manager Purpose of role The New Business Case Manager is responsible for the complete end-to-end processing of all new business applications to support producers. This position will require high touch service, relationship management skills and will be important for the Case Manager to maintain consistent and positive Customer relationships, including handling of escalations.
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 .
Accountable for assigned application/certificates (from all lines of business including Replacements, 90-day change and Identity Verification) from application set-up to settling Review documentation/requirements for completeness, accuracy and action as required Manage the case follow-up of documents for missing/incomplete information Review, investigate, process and track delivery requirements as required Process policy changes within established period of time (i.e. cancellations, replacement, reissues, 90-day changes) Archiving of electronic documents (i.e. case-specific emails from internal or external Customers) Proactively take initiative to support or recommend processes improvements/efficiencies Key Qualifications Education (minimum required): College diploma or related work experience 3-5 years Experience working in customer service, ability to collaborate with internal and external customers to find the best solution possible.
Positive, enthusiastic, and team-oriented mindset A natural ability to organize and prioritize various daily responsibilities and meet tight deadlines while thriving in a fast-paced team environment. Excellent attention to detail and analytical skills. Results oriented and motivated to meet production targets on a daily basis. Demonstrated professional and customer service-focused demeanor. Experience servicing US life insurance applications Industry education such as LOMA or NAILBA certification (preferred) Sound knowledge and expertise in the aligned departmental role Strong understanding of Life Insurance products, services, systems, and regulatory requirements, with the ability to…
About The Independent Order of Foresters
From its Form 990- Budget $835.8M
- Staff 821 · founded 1881
- Pays its leaders $308K–$1.0M (12 reported)
- Open jobs 25 · Jobs at The Independent Order of Foresters · Full 990 report