Operations Specialist

7 days ago

Cornelius, NC, United States Financial Independence Group Full time

FIG’s Ops Team is unlike any other. We take passion and accountability to a whole new level. We see ourselves as an extension of the financial professionals we work with day in, day out and work to build strong relationships that help drive efficiencies and business processing.

FIG’s Ops Team operates in a team-driven, agile manner. We work with one another and other departments to service and process new business applications. From surveying insurance company rules and checking funding status, to driving the cadence of a case forward, there’s no end to the depths our team will go to provide the platinum standard of customer service. We partner closely with our in-house tech team to collaborate and constantly evolve the platform that we use every single day and that connects us to the financial professionals we serve. Problem solving and innovation is at the heart of everything we do, and we never stop thinking outside-of-the-box to focus and improve on the true outcome of the work in front of us. We value our positive, solution-oriented culture that drives business and the team forward. Our ops team has a passion for building relationships, speaking, and acting on behalf of FIG, the insurance company, the agent, and the clients’ best interest. As our culture evolves, we remain transparent and collaborative through changes and remain accountable to our commitments.

YOUR ROLE:

  • Responsible for reviewing and tracking new business and inforce submissions through problem-solving and teamwork
  • Follow up and communicate with top insurance companies and financial institutions to drive forward the cases in your ownership
  • Manage open cases and requirements within FIG’s customer relationship management (CRM) tool, constantly evaluating and proposing ideas to improve efficiencies and workflows
  • Work closely and in lockstep with the Sales Team to create a cohesive, evolving culture of one to drive stability and growth with the financial professionals we work with
  • Communicate and establish deep relationships with financial professionals to effectively convey status updates
  • Use creativity and out-of-the-box thinking to solve unique scenarios and problems

WHY YOU ARE THE RIGHT PERSON:

  • Keep a positive attitude in all aspects of your work
  • Outcome-driven problem solver
  • Fosters and builds relationships internally and externally
  • Ability to learn and grow within our CRM
  • Engage in collaboration with sales and other departments throughout the organization to increase efficiency
  • Bring forward ideas and remain creative for continuous improvement
  • Excel in a team-driven environment
  • Act as the advocate for the agent and client, where you remain empathetic and engaged in the process from start to finish

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