Foresters Financial is seeking a Business Quality Review Coordinator to provide administrative support in a highly confidential environment. The role involves responding to customer inquiries, managing communications, and coordinating department projects to help achieve departmental objectives.
Responsibilities
- Respond to customer emails, calls, and inquiries in a timely, professional, and accurate manner
- Review monitoring and red-flag reports that identify potentially problematic agents and/or applications
- Demonstrate comfort working with numbers and data, including reviewing reports, identifying patterns, and providing basic analysis and insights related to agent activity and behavior
- Manage BQR inbox and manage communication to stakeholders
- Respond to sensitive inquiries with the highest sense of urgency, discretion, and appropriate escalation
- Act as a point of contact to coordinate information flow between internal teams and external partners as required
- Track, update, and communicate regular and ad-hoc reports, metrics and key indicators
- Review, update, and draft internal communications and process documentation
- Attend meetings, take meeting minutes and follow up on action items to ensure timely completion
- Review, update, and communicate regular and ad-hoc reports, metrics and key indicators to internal stakeholders
- Track, update, and communicate regular and adhoc reporting and metrics
- Provide general administrative and coordination support as needed to support team priorities and business operations
- Assist with onboarding and knowledge transfer by maintaining procedural guides and documentation
Skills
- Completed a bachelor's degree in business, Commerce, Economics, Finance, or equivalent
- 1 to 3 years of industry related experience preferred
- Strong analytical and technical skills with high attention to detail
- Demonstrated ability to follow the trail of details to determine patterns, anomalies and be able to critically analyze large data sets
- Strong organizational and documentation skills
- Demonstrated ability to communicate (both written and verbal) to a wide variety of stakeholders and have strong interpersonal skills
- Advanced user in the Microsoft Office Suite (Word, Excel, PowerPoint, Project)
- Ability to learn, use and apply 'tools' (software, spreadsheets, PC and Mainframe software etc.) as needed
- A self-starter with the ability to work well in a team environment as well as independently
Benefits
- Eligible employees may participate in a discretionary variable incentive plan
Company Overview
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. It was founded in 1874, and is headquartered in Buffalo, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.foresters.com/.