Senior Business Operations Specialist

3 weeks ago


Durham, North Carolina, United States Insight Global Full time
Job Summary

We are seeking a highly skilled Senior Business Operations Specialist to join our team at Insight Global. This is a fantastic opportunity for someone with a strong background in customer service and operations management.

Key Responsibilities
  • Premium Processing: Gain proficiency in premium processing, ensuring timely issuance of premiums within 24 hours of receipt.
  • Annuity Applications: Handle intake of new annuity applications, review for completeness and accuracy, and prepare documentation for 1035/rollover transfers.
  • Outgoing Funds: Process outgoing funds for not taken orders and overpayments within established timeframes.
  • Producer Correspondence: Correspond with producers to ensure accurate and timely processing of premium payments and annuity applications.
  • Knowledge Base: Maintain an updated knowledge base of company annuity offerings, including qualified and non-qualified products.
Requirements
  • NC Life License: Obtain NC Life License within 90 days of start date.
  • Customer Service Experience: Minimum of 1-3 years customer service experience.
  • Communication Skills: Clear and concise written and verbal communication skills.
  • Attention to Detail: Exceptional attention to detail.
  • Team Environment: Ability to thrive in a team environment and maintain positive energy in the face of adversity.
  • Microsoft Office: Intermediate PC skills, including all Microsoft Office software.
  • Schedule Adherence: Must adhere to schedule requirements, demonstrating dependability and reliability.
Preferred Qualifications
  • Accounting or Financial Background: Accounting, insurance, or financial background.
Estimated Salary:

$60,000 - $80,000 per year, depending on location and experience.



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