Operations Associate I

Jackson•Lansing, MI

About The Position

Job Purpose The Operations Associate I processes standard client and producer transactions and ensures all information is in “good order” for processing. Essential Job Duties & 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. Other Duties Must meet departmental production and quality standards related to product or level. (i.e. case/transaction handling time, gain/loss transactions, adherence to documentation/verification standards, etc.) Other duties as assigned. Knowledge, Skills & Abilities 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. Education and Experience Required High School diploma or equivalent (G.E.D.). 0-1 year work experience. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments. At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds. Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA. Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact [email protected] for alternate formats for accommodation. To learn more about Jackson's financial strength and results, visit jackson.com.

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.
Must meet departmental production and quality standards related to product or level. (i.e. case/transaction handling time, gain/loss transactions, adherence to documentation/verification standards, etc.)
Other duties as assigned.