Operations Associate

4 days ago


boston, United States Robert Half Full time

Our client is a Boston life insurance firm looking to expand their team and to bring onboard an Operations Associate.


This role primarily involves providing service to members, assisting underwriters with prepwork, and being a strong team player. Responsibilities involve providing support to the underwriting department, processing life insurance payments, providing phone support for members, and running reports. Selected candidate will assist with communication with agents and medical providers, managing a case load of pending life insurance applications, and maintaining department resources including internal procedures, forms, cheat sheets, vendors, etc. Requirements include a Bachelor's degree (preferred), 2 years of experience in insurance or financial services, ability to work independently as well as in a group setting, proficient with computer programs including Excel and Word, and a solid understanding of life insurance policy structure is a plus. Essential skills include strong attention to detail, strong work ethic, good interpersonal skills (verbal and written), accuracy in data entry work, and an ability to prioritize between multiple tasks and requests. This is a hybrid role requiring 3 days in office.


To be conidered, please apply. You may also send your updated resume to jeff.welch@roberthalf.com.



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