Operations Specialist - Insurance Solutions

Mercer Advisors

9d • $27 - $31 • Onsite

About The Position

The Operations Specialist provides the daily, ongoing operational support for the Insurance Solutions division of Wealth Solutions, including day-to-day operations, new request management and tracking. The Specialist role will be a key member of the team and will ensure smooth implementation of new procedures and processes. The ideal candidate will be organized, have outstanding attention to detail, have excellent computer proficiency and be a great communicator. The person in this role will be a liaison between various business units and our client service units. We are looking for someone with a passion for client service, processes, and best practices.

Requirements

• Bachelor's degree or equivalent experience preferred
• Financial services industry and/or insurance industry experience strongly preferred
• At least 2 years of operational experience. Insurance operations related experience preferred
• Superior organization skill - highly detailed-oriented, strong multi-tasker, excellent follow through, meticulous
• Proficiency with MS office suite
• An unwavering commitment to support Wealth Advisors and the sales process
• Excellent verbal and written communication, interpersonal, and relationship management skills
• Versed in managing internal and external information flows and storage
• Client first attitude including a passion for providing an excellent client experience
• Team player, collaborative and able to work in concert with others

Responsibilities

• Actively involved in the overall day-to-day operational responsibilities of tracking, reporting, and updating requests in case management systems; ensuring systems and processes are in place and are followed
• Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed
• Partner with Wealth Management Teams to support client service delivery through accurate execution
• Support the ongoing operational initiatives of the team, collaborating and coordinating with other departments and vendors as necessary
• Assist in documenting and refining standard operating procedures (SOPs), assuring accuracy and conveying procedural changes to team members
• Supports department leadership with day-to-day operations/workflow and ensure daily service standards
• Scanning and mailing documents as needed
• Building and fostering effective working relationships with internal and external business partners
• Working independently and with a team, prioritizing and managing several projects, and succeeding in a fast-paced environment
• Other duties as needed

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree