Life Operations Workflow Management Specialist

1 month ago


Vergennes, Vermont, United States National Life Group Full time
Key Responsibilities

As a Life Operations Workflow Management Coordinator, you will be responsible for managing the day-to-day workflow for the department, adjusting resource allocations as needed to meet customer expectations. You will also assist in decision-making concerning resource utilization and proactively make recommendations to maintain service level expectations.

Responsibilities
  1. Manage day-to-day workflow for the department and adjust resource allocations as needed to meet customer expectations.
  2. Assist in decision-making concerning resource utilization and proactively make recommendations to maintain service level expectations.
  3. Utilize statistical data and reporting and forecasting tools to anticipate changing business needs and future planning requirements.
  4. Identify, analyze, and interpret business/workflow trends, using complex data sets to drive fact-based solutions.
  5. Independently analyze past business process performance to develop thoughtful, creative solutions for the future and actively inform and educate leader team on findings and recommendations.
  6. Use a deep understanding of distribution partners, strategic goals, and critical closes/contests to appropriately plan resources and ensure the throughput necessary to process the business.
  7. Participate on cross-collaborative projects between various business units, communicating and coordinating with all organizational levels, to ensure forward business momentum.
  8. Maintain foundational knowledge within the queues. Has mastery understanding of how work moves through queues and why.
Requirements

To be successful in this role, you will need:

  1. Bachelor's degree preferred, and 3-5 years of relevant work experience.
  2. Life Insurance industry experience required.
Success Factors

The following factors will contribute to your success in this role:

  1. You readily take on challenges, stepping up to handle tough situations and portray a can-do attitude.
  2. You can clearly convey your message verbally and written, and demonstrates strong listening skills.
  3. You are aware of your strengths, weaknesses, opportunities, and limitations while continually seeking feedback to improve yourself.
  4. You get excited and feel rewarded for helping people.
  5. You bounce back from setbacks easily.
  6. You tackle tough assignments, face difficult issues, and challenge the status quo with courage.
  7. You readily and easily adapt to people and situations, using appropriate empathy.
  8. You ask the right questions, often from multiple sources, to accurately analyze situations, seeking to understand the root cause of problems.
  9. You are great at multi-tasking in a fast-paced, production environment and are technology savvy.
About National Life Group

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.



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