Operations Associate (Interview This Week)

Responsibilities

• Make outbound status calls to carriers and transfer companies to obtain updates on the status of funds for new business cases.
• Clearly communicate next steps to external partners and internal stakeholders based on the status of transfers.
• Document all call outcomes accurately and efficiently in the required systems, ensuring data integrity and completeness.
• Navigate multiple administrative and operational systems while following established procedures and job aids.
• Follow up on outstanding information and request missing items as needed to move cases forward promptly.
• Proactively identify and communicate issues, trends, or opportunities for improvement to management.
• Participate in team-based problem solving and contribute to process improvement initiatives.
• Engage in cross-training to build broader operational knowledge and support team flexibility.
• Adapt to workflow changes and shifting priorities while maintaining steady productivity.
• Manage time effectively to meet daily metrics for quality, accuracy, and volume of work.

Requirements

• A high school diploma or equivalent.
• At least 1 year of work experience.
• Experience in financial services or annuities preferred.
• Ability to work independently, stay focused, and consistently meet daily metrics in a fast-paced environment.
• Strong attention to detail with the ability to navigate multiple administrative systems.
• Effective verbal and written communication skills, including the ability to clearly explain processes to external and internal partners.
• Strong interpersonal skills and comfort collaborating with management and peers.
• Demonstrated adaptability and willingness to learn new tasks and processes.
• Proficiency in data entry with a high degree of accuracy.
• Familiarity with Microsoft Excel.
• Commitment to maintaining data integrity in all operational activities.

Qualifications

• A college degree preferred.
• Military experience may be considered in lieu of a formal degree.
• Background or interest in finance, insurance, or related operational functions.
• Experience working with multiple systems and following structured procedures and job aids.
• Comfort participating in process improvement efforts and team problem-solving discussions.
• Ability to identify and escalate issues appropriately to ensure timely resolution.