Annuity & Insurance Operations Service Associate

2 weeks ago


South Jordan, UT, United States Hired by Matrix Full time
At-a-Glance:
Are you ready to build your career by joining a global financial institution, If so, our client is hiring an Annuity & Insurance Operations Service Associate.

Position Type:
Contract
On-site (After onsite training, flexiblity 2 days remote and 3 days on-site)

Required:
  • Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions.
  • Excellent listening and written and verbal communication skills.
  • Desire to learn the insurance operations business and invest time and experience to develop expertise.
  • Ability to:
    • Learn quickly and apply knowledge to new situations.
    • Establish and maintain positive client relationships.
    • Diagnose and solve problems creatively.
    • Recognize and diffuse potential issues and/or difficult interactions.
    • Should be Multi-tasking.
Responsibilities:
  • Establish and maintain effective relationships in order to deliver world class service to our clients.
  • Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
  • Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
  • Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
  • Meet team and department service goals established by management.
Get in Touch:
We want to hear from you If you think you'd be a good match, submit your resume and reach out to Sparsh at (862) 895-5696 to learn more.

#LI-VK1
#HbM6349

  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....


  • South Jordan, UT, United States Lenmar Consulting Full time

    Annuity / Insurance Ops Associate (Max $22/hr W2) Contract Finance Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services....