- Ensure all unclaimed property for Foresters Financial Insurance Operations is handled, reported and escheated in compliance with state and provincial unclaimed property regulations. This includes any companies managed by Foresters Financial, such as Foresters US and Canadian branches, Foresters Life Insurance Company, and Canada Protection Plan, and others as needed.
- Maintain strict timelines according to state due dates
- Cleanse and validate payment data and prepare report filings
- Request and prepare files for all stages of escheatment cycles
- Monitor, review and research potential unclaimed property to ensure a satisfactory resolution by attempting to locate the owner of unclaimed funds (e.g. contact owner by phone, email, or correspondence)
- Responsible for working with state/provincial government and vendors to identify inforce certificates and any resulting claims
- Assist Operations departments in the identification of unclaimed property and movement of unclaimed property funds to unclaimed property accounts
- Update and maintain systems tracking and document unclaimed property activities, prepare due diligence letters in accordance with regulations and manage outstanding cheques.
- Responsible for producing reports and metrics on unclaimed properties to leadership and Finance on a recurring basis
- Assist with external unclaimed property/escheatment audits and internal department audits
- Ensure all journal entries are entered timely and are appropriately supported and accurate
- Assist in identification, creation, and implementation of process improvements
- Reconciliation of unclaimed property account(s)
- Oversee Operational unclaimed property process and be the contact for all state and province inquiries and member/policyholder inquiries related to unclaimed property
- Identify discrepancies in escheatment and accounts and resolve
- Ensure processes are in compliance with state Lost Policy Finder programs
- Inform and educate other Operations Departments about unclaimed property
- Create and update procedural documentation on new state/provincial regulations
- Performs other duties as assigned
- Post-secondary degree or diploma in business, finance or related field and equivalent working experience
- 3+ years of progressive knowledge in unclaimed property, operations principles, insurance industry and fundamental accounting
- Knowledge of Microsoft Office suite of products. Strong Excel and Word skills required.
- Excellent organizational and attention to detail.
- Ability to work with and communicate to third-party vendors, operational teams, Finance and Finance Management Operations department
- Team oriented. Effective self-starter with excellent interpersonal skills.
- Strong operational decision making, research, and data analysis skills.
- Excellent communications skills, both verbal and written. Facilitates fact-based decision making.
- Approachable, passionate, solutions finder with proven ability to identify and implement business process improvements.
- Ability to initiate and drive projects/initiatives from conception to completion with minimal guidance or follow ups.
- Experience working with multiple stakeholders at all levels of the organization.
- Ability to handle situations where information is difficult to obtain, complex or ambiguous.
- Demonstrated independent ability to prioritize, multi-task and work to tight timelines.
- Strong sense of personal accountability, teamwork, professional discretion and adaptability to changing business needs.
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Unclaimed Property Analyst - Toronto, Canada - Foresters Financial
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