Operations Associate I

About the role

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

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.
• 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.

Requirements

• High School diploma or equivalent (G.E.D.).
• 0-1 year work experience.

Skills

• 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.

Benefits

• Promotional consideration (twice annually)
• Annual bonus and merit programs
• Annual paid time off and 10 paid holidays
• 401(k) contributions
• Other

Pay

Hourly pay rate of $20.60