Job Details

Job Purpose

The Operations Associate I processes standard client and producer transactions and ensures all information is in “good order” for processing.

Essential Job Duties & Responsibilities

• Processes standard transactions using documented procedures and multiple software applications.

• Identifies and escalates issues for resolution when necessary.

• Communicates with internal associates and external customers or agents regarding outstanding requirements.

• Documents status of transactions and contacts received and initiated.

Other Duties

• Must meet departmental production and quality standards related to product or level. (i.e. case/transaction handling time, gain/loss transactions, adherence to documentation/verification standards, etc.)

• Other duties as assigned.

Knowledge, Skills & Abilities

• Ability to learn and understand basic life and annuity product information.

• Basic understanding of financial implications arising from processing errors.

• Ability to read and carry out detailed written procedures.

• Good verbal and written communication skills to interact professionally with coworkers, management and external customers.

• Ability to communicate company processing requirements and procedures.

• Ability to navigate and utilize multiple software and mainframe computer applications.

• Ability to type 35 words per minute.

• Ability to work independently and in a team environment.

• Ability to effectively manage the demands of a high volume, imaged based work environment.

Education and Experience Required

• High School diploma or equivalent (G.E.D.).

• 0-1 year work experience.

Benefits and Compensation

• Hourly pay rate of $20.60

• Promotional consideration (twice annually)

• Annual bonus and merit programs

• Annual paid time off and 10 paid holidays

• 401(k) contributions

Other

• July Start Date