Operations Analyst

About the role

The Operations Analyst(s) position will act as a liaison between customers, business partners, and third-party service (TPA’s) providers. The position will be a communicator, problem solver and agent for change to provide continuous improvements.

What you'll do

·       Answer general incoming calls from policyholders and agents.

·       Work with third party contacts to audit, reconcile data discrepancies, research missing data, handle inquiries and provide updates as requested for annuity business.

·       Conduct research and analysis in order to ensure successful outcomes when complexities arise.

·       Deliver accurate and prompt resolution of issues and relay necessary information by both verbal and written communication.

·       Troubleshoots issues to determine the best solutions and then implement a plan.

·       Develop broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery.

·       Handle inbound/outbound calls from all applicable customers including but not limited to third party contacts, client contacts, third party vendors and internal team resources.

·       Support Life insurance business and customers.

Qualifications

·       High School Diploma or Equivalent. College degree preferred

·       Operations Analyst I: 0-2+ years’ experience providing customer service and transaction processing support in insurance or financial services.

·       Operations Analyst II: 3-5+ years of experience with increased complexity in tasks and assignments.

·       Operations Analyst III: 5+ years of experience with increased complexity in tasks and assignments with a high level of autonomy.

·       Demonstrated and effective oral, written, and interpersonal communication skills.

·       Ability to work effectively with other internal teams and associates

Skills/Competencies

·       Ability to communicate effectively both orally and in writing.

·       Ability to build productive internal/external working relationships.

·       Advanced interpersonal skills.

·       Strong analytical skills.

·       Advanced organizational skills and attention to detail

Physical Demands

• Normal office working environment
• Occasional evening and weekend hours to meet deadlines
• Occasional travel is required
• Ability to sit for extended periods of time
• Ability to type / perform data entry
• Ability to read from a computer screen and paper reports