Senior Operations Specialist

4 days ago

Knoxville, Tennessee, United States Senior Financial Group Full time
Operations Support Specialist

We are seeking a highly skilled Operations Support Specialist to join our team at Senior Financial Group. As an Operations Support Specialist, you will play a critical role in providing administrative support to our operational teams and agents, ensuring the smooth operation of our business.

Key Responsibilities:
  • Provide administrative support to operational teams and agents as needed
  • Lead a critical operational support service, process, capability, or initiative within an operational unit and ensure performance and/or risk indicators are met
  • Gather and communicate performance statistics and reports to internal stakeholders
  • Promote and monitor the production workflow and assist team members with escalated process issues
  • Collaborate with the marketing team to prepare data and content for wider consumption to current and prospective agents
  • Remain up to date on the senior insurance market and products
  • Take point on keeping various forms of documentation for agents and team members up to date and effective
  • Demonstrate and highlight Senior Financial Group's value proposition on a continual basis, assisting agents as needed with information, supplies, resources, etc.
  • Collaborate across Senior Financial Group and NCC for process improvements, cross-training, and to increase the value we offer to agents and agencies
Requirements:
  • AS or equivalent combination of education and experience
  • Experience and demonstrated success with operations, administrative support, process improvement, and/or quality improvement
  • High level of technology/business acumen
  • Able to quickly and expertly locate and organize information for others in an intuitive manner
  • Computer and internet proficiency, especially proficiency with Microsoft Office Suite (advanced Excel skills)
  • Experience working with a CRM (Customer Relations Management system)
  • Proficient communication in English (verbal and written); excellent grammar and spelling
  • Experience with online training platforms and videoconferencing tools, e.g., Teams, WebEx, GoToMeeting, Zoom
Preferred Qualifications:
  • BA/BS or equivalent combination of education and experience
  • Demonstrated knowledge of Medicare and other Senior insurance products
  • Understanding of the insurance carrier-agent ecosystem
  • Experience with Agency Bloc, HubSpot
  • Experience with a Field Marketing Organization (FMO) or insurance carrier
  • Entrepreneurial experience, large or small
  • Community/volunteer leadership experience

Senior Financial Group is a Field Marketing Organization (FMO) that distributes and markets insurance products to independent insurance agents. We specialize in senior insurance products and find satisfaction in knowing that our understanding of our products, and the information we share with our agents, ultimately helps seniors across the country navigate the sometimes-confusing world of insurance options and make the best possible decisions for their present and future.

This position requires interaction with people and technology while either standing or sitting. To best serve our customers on the phone, face-to-face, or the computer, all employees must be able to communicate with or without reasonable accommodation. While performing the duties of this job, the team member must be able to sit for extended periods (position is primarily sedentary) and be able to enter information by keyboard at a reasonable rate of speed. This role requires acute hearing ability, seeing and reading information on a computer screen and printed documents, speaking, understanding, and writing English fluently, and performing repetitive hand motions.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the team member for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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