Operations Associate I
About The Position
The Operations Associate I processes standard client and producer transactions and ensures all information is in “good order” for processing. This role involves processing standard transactions using documented procedures and multiple software applications, identifying and escalating issues for resolution, and communicating with internal associates and external customers or agents regarding outstanding requirements. The associate will also document the status of transactions and contacts received and initiated. Additionally, the role requires meeting departmental production and quality standards related to product or level, such as case/transaction handling time, gain/loss transactions, and adherence to documentation/verification standards.
Requirements
- 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.
- High School diploma or equivalent (G.E.D.).
- 0-1 year work experience.
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.
- Meets departmental production and quality standards related to product or level.
Benefits
- Hourly pay rate of $20.60
- Promotional consideration (twice annually)
- Annual bonus and merit programs
- Annual paid time off
- 10 paid holidays
- 401(k) contributions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
