Customer Operations Sr Rep (Hybrid)

Securian Financial • Saint Paul, MN

3d • Hybrid

About The Position

As part of Securian Financial’s Life New Business team, the Customer Operations Sr. Rep supports the New Business process from application receipt through policy issuance and placement. The primary focus is the 1035 exchange process, including outbound calls to other insurance carriers to obtain updates on pending payments and outstanding items. The role also handles related processing, reports, and activities, and may support other New Business processing based on business needs. It involves working across multiple systems and collaborating with others throughout the process. The position is hybrid, with associates within a 90-minute commute expected to work in the office at least one day each week and attend additional in-office moments that matter.

Requirements

• Experience making outbound calls in a professional setting.
• Strong organizational skills and the ability to prioritize and manage a high volume of diverse work.
• Excellent attention to detail and the ability to complete work accurately within established deadlines.
• Strong customer service skills to support internal and external customers.
• Professional verbal and written communication skills, including comfort making outbound calls to other insurance carriers.
• Demonstrated problem-solving and critical-thinking skills.
• Strong data entry and documentation skills.
• Ability to quickly learn new products, processes, systems, and procedures and apply that knowledge in a changing environment.
• Ability to work independently while contributing effectively within a collaborative team environment.
• Ability to manage multiple priorities and adjust workload as business needs change.

Nice To Haves

• Collaboration
• Communication
• Critical thinking
• Customer service
• Deadline management
• Attention to detail
• Outbound calling
• Prioritization
• Problem solving
• Processing
• Time management
• Working independently
• Written communication

Responsibilities

• Make outbound calls to other insurance carriers to obtain status updates on pending 1035 exchange payments and outstanding items.
• Accurately document and communicate information received through carrier follow-up and take appropriate next steps.
• Process assigned 1035-related work items, transactions, reports, and other activities in accordance with established procedures.
• Review information for accuracy and completeness and clarify or obtain additional information as needed.
• Accurately enter and maintain information within applicable systems.
• Monitor assigned work and follow up on outstanding items to support timely processing.
• Prioritize work independently and efficiently to meet daily production goals, service expectations, and customer needs.
• Complete required training and learn and implement new workflows accurately.
• Evaluate and communicate individual workload and identify items requiring additional support or escalation.
• Collaborate with the team and shift work and priorities as needed to meet service needs and daily deadlines.
• Support additional New Business processing activities based on business needs.

Benefits

• Paid time off, with additional PTO based on length of service.
• Flexible leave programs, including parental, caregiver, bereavement, and military leave.
• Nine company-paid holidays.
• Company-funded pension plan.
• 401(k) retirement plan with company contributions tied to company performance, up to 10% of eligible earnings and with a 5% target.
• Medical, dental, and vision coverage for associates and eligible family members, beginning on the first day of employment.
• Paid volunteer time and a dollar-for-dollar matching gift program.
• Associate Resource Groups.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed