Operations Support Representative

3 weeks ago

St Paul, United States Russell Tobin Full time

Job Title: Operations Support Representative

Location: 400 Robert St N, Saint Paul, MN 55101, United States

W2 contract duration: 1 year contract duration (Contract to Hire)

Pay Range: $18.00 - $20.00/hour


Job Description:

Position Summary:

Operation Support Rep is an internal support center focused on work processes involving Individual Life and Annuity products. The department balances independent work with a collaborative team environment, handling fluctuating volumes, daily time constraints, and continuous improvements in operational efficiency.

Operation Support Reps deliver excellent customer service while performing various support activities for Life Policy Administration, Life New Business, Annuity Policy Administration, and Annuity New Business. Services include the assembly and mailing of new issue life/annuity policies, reissue policy pages, and electronic assembly of facultative reinsurance cases.


Job Responsibilities:

  • Perform a variety of support activities for Policy Services, New Business, and Annuity Services (55%)
  • Sort and distribute a wide range of system and manually generated output to clients, advisors, and imaged files
  • Review and distribute system reports to internal business partners
  • Process output to be distributed to the client, Life Policy Administration, Claims, Annuities, and Systems Administration
  • Respond to customer email requests for output
  • Assemble new issue life insurance policies and in-force reissue policy pages for distribution to advisors or clients (40%)
  • Assemble client contracts and sort policy forms to ensure the correct recipients
  • Utilize the VISTA Web system to manage outstanding requirements, policy mailing dates, and underwriting expiration dates
  • Forward policies by mail within daily deadline timeframes
  • Update home office files with copies of all documents
  • Prepare and distribute client files to external reinsurance partners
  • Monitor incoming emails and referrals for notifications
  • Assemble client files in electronic format and transmit them to reinsurance companies
  • Engage in personal self-development to prepare for new responsibilities and challenges in a changing environment


Qualifications:

  • Understanding of Individual Life products, work processes, and procedures related to Operation Support Services, Life New Business, Underwriting, and Life Policy Administration
  • Working knowledge of relevant systems, including Client Foundation System, VISTA, AdminServer, Lotus Notes, REM, Adobe Acrobat Professional, Microsoft Word, and Microsoft Excel
  • Strong communication skills for interacting with department and home office associates
  • Ability to follow detailed workflows accurately and efficiently
  • Excellent attention to detail to ensure proper assembly of life insurance policies, timely handling of return mail, and accurate processing of output
  • Capability to work independently when needed and seek assistance as required
  • Organization and planning skills to prioritize workload and adapt to changing priorities


Benefits Information:

Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life & disability insurance, an employee assistance program, legal support, auto and home insurance, pet insurance, and employee discounts with preferred vendors.

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