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    Management Consulting Analyst - Toronto, ON, Canada - Foresters Financial Services, Inc.

    Foresters Financial Services, Inc.
    Foresters Financial Services, Inc. Toronto, ON, Canada

    1 week ago

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    Description
    Unclaimed Property Analyst page is loaded Unclaimed Property Analyst
    Apply locations Toronto time type Full time posted on Posted 2 Days Ago job requisition id R-1673 Career Opportunity
    Unclaimed Property Analyst Purpose of role

    The Unclaimed Property Analyst will work on behalf of Insurance Operations to establish and maintain procedures consistent with applicable US and Canadian Unclaimed Property laws, investigate and help resolve unclaimed property issues.

    The Unclaimed Property Analyst will assist in creating and maintaining adequate reporting, as well as adhere to compliance related deadlines.

    The Unclaimed Property Analyst will work with other departments to investigate, help locate and contact payees who have funds owed to them, ensure accuracy in escheatment and reporting, conduct lost policy searches, and interact with examiners as required for audit purposes.

    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.

    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
    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
    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.
    ~ Ability to work with and communicate to third-party vendors, operational teams, Finance and Finance Management Operations department
    ~ Strong operational decision making, research, and data analysis skills.
    ~ Ability to initiate and drive projects/initiatives from conception to completion with minimal guidance or follow ups.
    ~ 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 is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families.

    More than 140 years later, we provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security.

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