Operations Specialist
Core
Operations Specialist supporting policy administration, customer inquiries, and operational execution for life insurance carriers.
Role type
Operations Specialist (Customer Experience)
Builds
Policy administration workflows and customer service channels
Domain
Life Insurance / Insurance Technology
Deliverable
product features
Required skills
policy administration, customer service, mail processing, loan processing, disbursements, report generation, key control monitoring, fraud detection, claims handling, internal system maintenance, cross-functional collaboration
Preferred skills
Salesforce, Dropbox, HelloSign, life insurance regulations, death claims protocol
Technologies
Salesforce, Dropbox, HelloSign, internal policy systems
Responsibilities
Process physical and digital mail, policy changes, loan processing, and disbursements; Respond to inbound inquiries via mail, phone, chat, text, and email; Monitor key control performance and generate daily/weekly/monthly reports; Collaborate with underwriters, claims, and finance teams; Support audits and maintain accurate records; Identify and respond to potential insurance fraud; Facilitate communication between customers, agents, and internal teams.
Seniority
Individual Contributor, 1+ years experience
