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Foresters Financial

Life insurance distributor with digital tools

Bilingual Spanish Service Center Representative

Customer SupportPosted on Nov 11
Full-timeRemote in Canada

About the Job

Requirements

  • Have 3–5 years of customer service experience; inbound contact center or financial services experience is an asset.
  • Be able to work in a fast-paced, high-volume phone environment, meet key performance indicator targets, and work within call monitoring expectations.
  • Be able to manage complex and sensitive customer situations with empathy, professionalism, patience, sound judgment, and flexibility, including supporting people experiencing grief or distress.
  • Have verbal and written communication skills to explain insurance terms and concepts clearly to customers from diverse backgrounds, including customers experiencing heightened emotions following a loss.
  • Have strong computer proficiency and be able to navigate multiple systems simultaneously, including customer relationship management platforms, customer service software, and online self-service tools.
  • Have technical aptitude to troubleshoot issues, navigate systems, and quickly learn new technology.
  • Have experience with data entry, payment processing, customer retention, and customer education activities.
  • Have problem-solving, resourcefulness, attention to detail, multitasking, and time management skills, and remain adaptable as priorities evolve.
  • Be able to work independently and collaboratively in a fast-paced remote service environment, including phone-based customer support.
  • Knowledge of insurance products, regulatory requirements, and contact centre key performance indicators is an asset.
  • A college diploma or university degree is an asset; bilingual proficiency in English and Spanish or French is an asset.
  • Be flexible to work operating hours that may include scheduled evening shifts, overtime, and statutory holidays based on business needs.
  • Be available for rotating shifts from 9:00 a.m. to 5:30 p.m. Monday to Friday, occasional overtime, and coverage on some Canadian statutory holidays.
  • Work in the province where you reside.

Responsibilities

  • Deliver caring, accurate, and responsive support across phone, email, and chat, working toward first-contact resolution whenever possible.
  • Analyze and resolve inquiries involving insurance coverage, policies, billing, payments, complaints, and online tools.
  • Complete policy updates, payment-related activities, documentation, data entry, customer relationship management maintenance, and required customer follow-up.
  • Help customers understand their options and confidently use available online and self-service tools.
  • Collaborate with internal teams to resolve complex matters, support customer retention, and improve the customer experience.
  • Maintain current knowledge and meet established expectations for customer satisfaction, service quality, accuracy, productivity, operational performance, and schedule adherence.
  • Contribute to team discussions and continuous improvement initiatives, and train or mentor new team members when required.
  • Assist customers by phone and respond to email and chat inquiries according to business needs.
  • Navigate multiple systems to access and update customer information, document interactions accurately, complete required processing, and ensure requests are handled efficiently.
  • Research or coordinate with internal teams when an inquiry cannot be resolved during the first interaction.

Desired Qualifications

  • Experience in an inbound contact center and/or financial services environment.
  • Knowledge of insurance products, regulatory requirements, and contact centre key performance indicators.
  • A college diploma or university degree.
  • Bilingual proficiency in English and Spanish or French.

About the Company

Foresters Financial

Life insurance distributor with digital tools

Foresters Financial provides life insurance and individual savings products across the U.S., Canada, and the UK, offered through a fraternal benefit society. It uses end-to-end digitized processes and turnkey-decisioned product options that let people obtain life insurance without traditional medical exams, supported by mobile tools that help agents tailor plans for members. The company also offers a suite of member benefits focused on well-being and community support, differentiating itself with member-centric services and a long-standing rating of A (Excellent) from A.M. Best for 23 straight years. After merging with Canada Protection Plan, it became a leading life insurance distributor in Canada. Its goal is to improve financial security and overall wellness for everyday North American families while redefining how life insurance is distributed and valued.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1874

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