Business Operations Representative Senior | Hybrid

About the role

Responsible for effectively and independently managing requests and inquiries from FMOs (Field Marketing Organizations), Financial Professionals and/or policyholders by accurately applying knowledge of Allianz's business, products, customers, and operations. Processes requests generated via web, Distribution or Contact Center, including but not limited to, beneficiary change, address change, money disbursement, death claim, inforce illustrations, and licensing and contracting requests. Individuals in this role may also process financial professional and FMO commissions.

Responsibilities

• Serve as the primary relationship coordinator for Mega Office partners, ensuring service requests, issues, and account-related needs are routed appropriately, addressed promptly, and resolved with a high degree of accountability.
• Monitor and manage escalations, aging work, and service disruptions across internal teams, proactively identifying barriers, driving resolution, and maintaining strong communication with stakeholders and leadership.
• Analyze trends in service requests, recurring issues, and operational delays to identify root causes, improve processes, enhance request quality, and strengthen the overall Mega Office client experience.
• Collaborate with various internal stakeholders, such as Relationship Management, Sales, Legal, and Special Investigation Units (SIU) to ensure requests are processed appropriately.
• Provide support and coordination for both onshore and offshore interactions, including implementing controls and conducting peer reviews.

Requirements

• Collaboration and communication
• Team leadership and project work
• Onboard, mentor and train new team members
• Coordinate work assignments for the team to ensure efficient and effective operations
• Act as SME on Enterprise Inforce Operations, EPS and corporate projects as well as lead department projects

Qualifications

• Primary technical skills
• Utilization of new and legacy systems, as well as the ability to train team members on systems
• Understanding of industry and Allianz terminology
• Extensive product knowledge (Life, Fixed, Variable, ETFs, etc.)
• Understanding of the regulations for insurance and how they apply to Allianz business
• Understanding of compliance, fraud and AML guidelines and mitigation strategies
• Understanding of tax laws and impacts to products
• Able to prioritize requests and workload
• Understanding of Distribution structures and the FMO/BD partners they work with
• Use understanding of risks, controls and regulations to ensure request is in compliance

Skills

• Utilization of artificial intelligence tools and resources (e.g. generative AI)

Benefits

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer: a choice of comprehensive medical, dental and vision plan options, flexible spending and health savings accounts, tuition reimbursement, student loan retirement program, generous annual paid leave, an outstanding 401(k) company match, and life insurance. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that is fair, caring, and inclusive. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.