Position Details
Operations Analyst Apply
We have this Contract opportunity for Operations Analyst with our Direct Client Global Banker. Please let us know if this is something that interests you.
Note
Note
- Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week.
- 1 round of interviews of Zoom
- Annuity & Insurance Operations Service Associate
Title: Operations Analyst
Location: South Jordan, UT
Pay Rate: $ 21.34 / Hr on a W2 Contract without benefits
Location: South Jordan, UT
Pay Rate: $ 21.34 / Hr on a W2 Contract without benefits
Job Description
Brokerage 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. Brokerage 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.
Team Profile:
The Annuity & Insurance Operations group within the Brokerage Service Network (MSSN) provides operational and customer service support to Brokerage 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.
Primary Responsibilities:
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. Brokerage 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.
Team Profile:
The Annuity & Insurance Operations group within the Brokerage Service Network (MSSN) provides operational and customer service support to Brokerage 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.
Primary Responsibilities:
- 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 MSSN management.
Skills Required:
- Minimum 2 years' experience with at least 612 months' experience in a call center or with phone interactions
- 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
