Address
Form of work Position Details
Business Analyst IIShift: TBD
Interviews: 1 round of interviews of Zoom
Location: 680 West 10000 South, South Jordan, UT 84095 - Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week .
Pay Rate: $21.34/HR
Contract Length: 3 months
*Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Job Description
Annuity & Insurance Operations Service Associate
- The client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
- As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity, while leading with exceptional ideas. Client can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Our DNA, our culture and our history are rooted in serving our clients.
- The Annuity & Insurance Operations group within the client provides operational and customer service support to client financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
- Establish and maintain effective relationships in order to deliver world class service to our clients.
- Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
- Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
- Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
- Meet team and department service goals established by client. management.
SKILLS
- Excellent listening and written and verbal communication skills
- Desire to learn the insurance operations business and invest time and experience to develop expertise
- Ability to learn quickly and apply knowledge to new situations
- Ability to establish and maintain positive client relationships
- Ability to diagnose and solve problems creatively
- Ability to recognize and diffuse potential issues and/or difficult interactions
- Ability to multitask
- Minimum 2 years' experience with at least 6-12 months' experience in a call center or with phone interactions
- Prefer Bachelor's degree.
- Strong Microsoft Office skills is required.
- Prefer Familiarity with the financial markets and Insurance industry
Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting which will include verifying your education and your employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information.
