Accounting & Finance

Salesforce admin - financial operations

Foresters Financial

Remote · Oregon · United States

The Underwriting Administrator is responsible for providing product support, MIB Plan F support, obtaining underwriting data reports from third party vendors, and backup support for the Senior Underwriting Analyst. S. producers through the risk assessment process for LiveWell Plus Product
Communicate underwriting decisions clearly and build effective relationships with producers, sales teams, the Medical Director, and underwriting colleagues
Provide back-up assistance in the coordination of daily underwriting operations, including workload distribution, pending and post-issue tasks, overtime case lists, production reconciliation, discrepancy escalation, and coverage scheduling
S. and Canadian underwriting operations
Assist the Senior Underwriting Analyst in variety of tasks related to Vendor management, including, but not limited to: set-up system access for all departments in insurance operations, deal with vendor inquiries, system role outs, and arrange training for underwriters on these changes. reinsurance and reporting Handles bi-annually DMV renewals and annual certifications for various states
Complete other projects and duties as assigned.

Education (minimum required): Business or medical Bachelor or college degree preferred
Experience (minimum required): Minimum of 2 years of underwriting administrative experience
Strong working knowledge of Microsoft Office suite of products, specifically Excel
Familiar with a variety of individual insurance underwriting documents, , and new software, as required with strong navigation skills
Demonstrated ability to learn new systems and software

LI-Remote

In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.
Equal Opportunity Employment and Inclusion –

at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.
Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities.

Reference: WJ-4487_22593227

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