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Business Operations Specialist, 1

1 month ago

Allentown, United States Andesa Services Full time
Company Overview:

Andesa Services, Inc is a service and technology company. We are proud to serve the Life Insurance and Annuity industry through custom Software as a Service (SaaS) technology solutions and dedicated business support to end-users such as insurance carriers, fraternal organizations, brokers or policy holders. More information on these services can be found on our website at www.AndesaServices.com.

Andesa was established in 1983 and is located in Allentown, PA . We are a 100% employee-owned company via an Employee Stock Ownership Plan (ESOP), which means when you join our team, you will not only become an employee-owner, you will be contributing to and taking part in the success and longevity of the company

Career Opportunity:

Summary:Responsible for owning relationships with internal and external business partners and being accountable for assigned clients and end users; answering inquiries and processing work transactions leveraging knowledge of products, systems, and procedures. This position is responsible for focusing on customer satisfaction and providing the highest quality and productivity while achieving service levels and adhering to Andesa's policies, practices and Values.

Primary Responsibilities:

• Processes complex changes to existing policies and enters new policy information into annuity and/or life insurance administrative systems.

• Processes, researches, and resolves complex problems related to various applications.

• Locates information within systems to respond to requests by carrier, broker, policyholder, and internal business partners received via phone, e-mail or mail.

• Reviews and analyzes policy transactions, outgoing correspondence/reports and addresses errors by reviewing documentation on file; BRDs, contingency plans etc. or escalates as needed for timely resolution.

• Reviews transactions, outgoing correspondence/reports for completeness and accuracy and clearly communicates with clients or internal business partners to address issues or educates on proper submission or handling

• Creates and maintains up to date system and procedural documentation.

• Liaison between client and internal business partners.

• Has working knowledge of and effectively collaborates with other departments such as: Analyst, QA, Developer, RM etc. to provide seamless support to clients.

• Generates and mails or e-mails various reports, client annual statements, bills, confirmation statements, lapse notices, payment and monthly system mailings.

• Performs various administrative functions like scanning, mail preparation, document destruction, filing etc.

• Exercises initiative, independent judgment, knowledge of system and understanding of life insurance products to solve problems of limited scope and complexity.

• Displays employee-ownership mentality and assumes responsibility for decisions, tasks, and actions which could have significant impact on results or environment.

• Performs other duties as may be assigned.

Essential:

• Ability to maintain a professional demeanor at all time when interacting with internal and external business partners in all verbal and written communications.

• Ability to process complex financial and/or insurance information.

• Ability to work within both Windows and a command line interface and across multiple applications.

• Ability to read and interpret complex documents and instructions such as procedural manuals and life insurance policy information, BRDs, SLCs, Contingency plans etc.

• Experience quality checking own work and work of others; detail-oriented.

• Ability to define problems, collect data, establish facts, and draw valid conclusions.

• Ability to tolerate the ambiguity of organizational change during times of uncertainty.

• Ability to meet changing needs and demands of internal and external clients.

• Ability to think analytically about problems assigned or encountered.

• Resourcefulness and ability to take the initiative in development and completion of work assignments.

Additional Position Information:

• Must have or be able to acquire within first three (6) months, a general understanding of life insurance as it relates to processes being handled; including products, systems, and administration.
• Bachelor's degree preferred or relevant work experience.
• Position reports out of our Allentown, PA office remotely. Close proximity to Allentown is preferred.
• Must have ability to travel (less than 10%) or adjust hours as needed.

This is a full-time (40-hours per week) position. The pay for this position is $19.23/hr. The schedule for this position may vary dependent upon needs of the department and team. Candidates applying should have flexibility between the hours of 8AM-8PM and able to adjust to varying start times periodically to serve as a back-up and contribute to a team environment. This is a benefits eligible position & located in Allentown, PA office.

Equal Employment:

In accordance with the law and in line with our values, Andesa seeks to hire talented individuals with diverse backgrounds and experiences to help us achieve our Andesa Forever vision. We are committed to creating a work environment that is inclusive and respectful to all potential and existing employee-owners. Therefore, we do not hire, fire, discipline, promote or make pay decisions based on characteristics that are protected by applicable laws and regulations. Protected classes may include, age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, pregnancy and/or sexual orientation