About The Position

The Analyst, Insurance Operations – Quality & Financial Control supports operational excellence through transactional oversight, financial control, process quality, and customer complaint resolution. The role requires experience with life and annuities, financial control, reporting, governance, and operational management. Exposure to Policyholder Service, Call Center Operations, or Claims is a plus.

Requirements

  • Bachelor’s degree in Business, Finance, Operations, or a related field, or equivalent experience.
  • 3–5 years of experience in insurance operations, financial control, or transaction management.
  • Knowledge of life and annuities products, operational governance, and financial reporting.
  • Strong analytical skills and attention to detail for reviewing operational and financial data.
  • Understanding of quality frameworks, compliance standards, and customer complaint resolution processes.
  • Effective communication skills and ability to collaborate across multiple teams.
  • Quality and compliance orientation.
  • Operational excellence and process improvement mindset.
  • Financial and analytical acumen.
  • Customer-focused problem-solving.
  • Effective communication and stakeholder collaboration.
  • Ability to work in a fast-paced, metrics-driven environment.

Nice To Haves

  • Experience in Policyholder Services, Call Center Operations, or Claims.
  • Familiarity with regulatory and compliance standards in the insurance industry.
  • Knowledge of reporting tools, dashboards, operational metrics, and project management.

Responsibilities

  • Monitor and execute daily insurance transactions accurately, ensuring adherence to operational and regulatory standards.
  • Track, investigate, and resolve customer complaints, identifying root causes and implementing preventive measures.
  • Analyze operational and financial data to identify trends, inefficiencies, and improvement opportunities.
  • Assist in developing and maintaining quality frameworks, audits, and compliance checks to ensure service excellence.
  • Collaborate with operations, finance, and leadership teams to support risk management and process governance.
  • Contribute to process improvement initiatives aimed at increasing efficiency, scalability, and accuracy.
  • Support reporting of operational KPIs, SLA adherence, quality metrics, and customer satisfaction measures.
  • Assist in workforce planning and resource allocation to meet business demands while maintaining operational quality.
  • Provide guidance and knowledge-sharing to peers, promoting accountability, compliance, and continuous learning.

Benefits

  • The work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances.
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