We are looking for an Operations Associate to ensure smooth, consistent operations in our company. As an Operations Associate, you will be responsible for monitoring and evaluating our internal processes at every level. You will help us identify improvements and implement solutions to keep all operations running smoothly. We are looking for a highly organized individual who is familiar with spreadsheets, databases, data analysis and project management software. In this role, you should be good at managing multiple projects, while closely monitoring deadlines and budgets.
Responsibilities:
Compile meeting kits which includes all materials needed for the approach, close, and delivery
Manage underwriting process which includes providing, or collaborating with others to provide:
- Pre-filling applications
- Pre-checking applications for completeness and accuracy.
- Submitting applications.
- Scheduling requirements and medical exams
Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests
Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
Create and revise financial plans for clients as directed by financial representatives.
Collect and input client meeting notes
Maintain compliant electronic client files, complaint files and check and order logs
Other projects as assigned by Director of Planning
Qualifications:
- Health and Life licensed or gain licensing within 6 months of employment
- Committed to professional development (e.g. licensing, registration, designations)
- Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions
- Strong customer relationship and service skills
- Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others
- Strong organizational and time management skills with the ability to set priorities and meet deadlines
- Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment
- Able to work both independently and on a team
- Willingness to learn
- Familiarity with Microsoft applications and data entry and information retrieval software
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
- 8 hour shift
Supplemental Pay:
- Bonus opportunities
Work Location: In person
