Insurance Services Operations Associate

About the role

The Insurance Services Operations Associate supports all insurance business operations, including processing insurance sales, coordinating with advisors, and resolving customer inquiries.

Responsibilities

• Review and load insurance sales into database while ensuring all requirements are met.
• Assist in conducting quality control of processed transactions.
• Support in managing workloads to meet client needs on a timely basis, collaborating with team members as needed.
• Notify and support advisors and office staff to resolve paperwork issues with NIGO's.
• Research and resolve incorrect commissions from Financial Services with Carrier partners to ensure data integrity and proper payment to Advisors.
• Work weekly Life insurance, Disability and Long Term Care reports provided by Business Partners to ensure accuracy of policy data in the database.
• Serve as a Tier II for Insurance-related calls that initiate in the call center and require escalation, research, and resolution.
• Manually issue and terminate insurance policies in the database for products without data feeds and perform policy maintenance within the system as needed.
• Review all insurance-related mail received and forward it to the Advisor, and archive and update the database as needed.
• Affix condolence packages, carrier, advisor, and internal department notifications, and quality check and proof Condolence (Death Claim) packets prior to sending to client/beneficiary.
• Perform quarterly updates of assigned User Guides for processes performed by Insurance Services Operations Team.

Qualifications

• Education: College degree preferred (previous work experience considered).
• Work Experience: Minimum 3 years office experience in a professional business setting (required); Customer Service experience (preferred).
• Certifications: Life & Health Group I Ins. License (obtained within 60 days of employment).
• Knowledge, Skills and Abilities: General knowledge of insurance business products (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products) from preferred; General knowledge of the financial planning industry (preferred); Execute with a sense of urgency, a drive to make an impact, and a high level of self-confidence and ability to work well in high pressure situations; Ability to foster team environment, maintaining flexibility and willingness to learn new duties and assist others as necessary; Strong verbal and written communication; Strong analytical and problem-solving skills; Excellent attention to detail; Ability to work independently with minimum supervision; Proficient with MS office Applications including Word, Excel and Outlook (required).