Case Manager
Current• Manage agencies requirements regarding all aspects of Foresters Financial new business activities.• Evaluate assigned application/certificates (from all lines of business including special handling cases) from application set-up to settling.• Review documentation/requirements for completeness, accuracy and action as required.• Investigate and identify any irregular documentation and report to SIU/BQR per guidelines.• Review, investigate, process and track delivery requirements as required• Process policy changes within established period of time, also archiving of electronic documents (i.e. case-specific emails from internal or external partners)• Liase with and maintain strong working relationships with all stakeholders to ensure effective decisions and workflow.