Operations Analyst
Core
Review client requirements for accuracy, capture pertinent information into systems, and coordinate with New Business teams/distribution partners to fulfill contracts.
Role type
Operations Analyst
Builds
Retirement operations processes and contract fulfillment
Domain
Financial services / Insurance
Required skills
Data entry, Financial services operations, Insurance operations, MS Office proficiency, Process improvement, Case management, Error detection, Regulatory compliance
Preferred skills
Keyboarding (45 WPM), Multitasking, Time management, Rotating shift work, Written communication
Technologies
Outlook, Word, Excel, PowerPoint
Responsibilities
Index medical and non-medical forms, Process and capture information to the system, Perform thorough checking to eliminate financial errors, Suggest ways to improve current process and team metrics
Seniority
Mid-level, hands-on IC