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
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Processes standard transactions using documented procedures and multiple software applications.
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Identifies and escalates issues for resolution when necessary.
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Communicates with internal associates and external customers or agents regarding outstanding requirements.
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Documents status of transactions and contacts received and initiated.
Other Duties
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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.)
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Other duties as assigned.
Knowledge, Skills & Abilities
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Ability to learn and understand basic life and annuity product information.
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Basic understanding of financial implications arising from processing errors.
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Ability to read and carry out detailed written procedures.
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Good verbal and written communication skills to interact professionally with coworkers, management and external customers.
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Ability to communicate company processing requirements and procedures.
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Ability to navigate and utilize multiple software and mainframe computer applications.
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Ability to type 35 words per minute.
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Ability to work independently and in a team environment.
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Ability to effectively manage the demands of a high volume, imaged based work environment.
Education and Experience Required
Benefits and Compensation
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Hourly pay rate of $20.60
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Promotional consideration (twice annually)
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Annual bonus and merit programs
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Annual paid time off and 10 paid holidays
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401(k) contributions
