Operations Advisor Management Specialist/Analyst

About the role

The Operations Advisor Management (“OAM”) Specialist role is hybrid based in our Newport Beach, CA or Omaha, NE office. This position facilitates complex inquiries for our Multilife business, which includes corporate-owned (COLI), corporate-sponsored, and individually owned life insurance policies.

Responsibilities

• Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.
• Uses good diagnostic skills to clearly identify customer's core issues and anticipate needs.
• Absolutely explains rationale behind procedures or requests.
• Analyzes escalated case submissions by thoroughly reviewing all necessary resources.
• Proactively monitors status of issue resolution and ensures processing is completed correctly.
• Communicates outcome effectively to requestor.
• Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution.

Requirements

• Series 6 license required at time of application.
• 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
• 4-year degree or equivalent experience.
• Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services.
• Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.
• Demonstrated ability to effectively resolve complex issues.
• Excellent research and analysis skills.
• Strong, effective and efficient verbal and written communication skills.
• Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines.
• Ability to balance accuracy, speed, and customer service.
• Ability to work effectively in a team environment.

Qualifications

• Experience with administering corporate-owned (COLI) and corporate-sponsored life insurance plans and policies.
• Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.
• Experience interacting directly with financial professionals and insurance firm leadership.
• Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Skills

• Series 6 license.
• Experience with CMD Operations.
• Understanding of CMD annuity and/or life products.
• Relationship management skills.
• Research and analysis skills.
• Verbal and written communication skills.
• Microsoft Office applications.
• Customer Relationship Management platform.
• AWS.
• Workflow management platforms.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account.
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid Parental Leave as well as an Adoption Assistance Program.
• Competitive 401k savings plan with company match and an additional contribution regardless of participation.

Pay

The salary grade for this position will be determined based on the candidate’s experience and qualifications and will fall within either the 110H as a Specialist or 111H grade level as an Analyst. Base Pay Range: $33.58 - $41.04.

Schedule

This role is hybrid based in our Newport Beach, CA or Omaha, NE office.